Gift Trusts and Grantor Retained Annuity Trusts (GRATs)

General  |   July 28, 2020  |  
Alex Clendennen

A grantor retained annuity trust (GRAT) is a fantastic structure. In my opinion it’s a win-win structure because of the lower 7520 rates. You can set one of these grantor retained annuity trusts for a term of years, let’s say five or 10 years, and it has a reasonable chance to get a good amount of money out of your estate.

Timely Wealth Transfer and Estate Planning Strategies

General  |   July 1, 2020  |  
Alex Clendennen

Katherine Akinc (Brink Bennett Golden LLP) joined Russ Norwood and Alex Clendennen of Venturi Private Wealth and discussed timely estate planning opportunities in 2020. This blog on timely wealth transfer and estate planning strategies is a modified transcription of the virtual event that was hosted on May 21, 2020.  Ahead of the 2016 election many […]

Don’t Let The Sun Set on Your Estate Plan

General  |   February 14, 2020  |  
Alex Clendennen

It’s prudent to reflect on the close relationship between presidential politics, policy changes, and your estate planning. The biggest opportunity for high-net-worth individuals is the ability to gift up to $11.4mm to another person free of transfer tax.