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Q: What is a GRAT?

A: A grantor retained annuity trust is an estate-planning structure in which the grantor transfers assets to a trust, takes back a fixed annuity for a term, and any appreciation above a government-set hurdle rate passes to heirs with little or no gift tax. Whether one fits any particular family is a question for estate counsel — the encyclopedia entry explains the mechanics, tradeoffs and questions to ask. /grantor-retained-annuity-trusts

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