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Grantor Retained Annuity Trust
The value of what's left for the kids, for gift tax purposes, is calculated by subtracting from the trust's value the discounted present value of your annuity. The discount rate comes from a formula based on Treasury note yields. At the moment, Treasury yields are low. That makes the annuity look valuable and the remainder look small. If your assets earn more the than Treasury yield, you will have got a break on gift taxes. If you bet wrong and the assets you stick in a GRAT become depressed, there will be nothing left for the kids and you'll be out the setup fees (lawyer and appraiser fees, plus annual accounting fees). Legal Topics
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