💰 Financial Record
paymentTransaction Details
Payer (From)
grantor
Linked to grantor
Payee (To)
beneficiaries
Linked to beneficiaries
Description
Describes a financial strategy called 'Cascading GRAT' (Grantor Retained Annuity Trust). The strategy involves using the annuity stream from an initial GRAT to fund subsequent short-term GRATs, with the goal of enhancing value for beneficiaries and managing market and mortality risks.
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HOUSE_OVERSIGHT_022353.jpg
📄 Source Document
HOUSE_OVERSIGHT_022353.jpg
ESTATE Collection
Document Summary
This confidential presentation slide from J.P.Morgan, marked as 'HOUSE_OVERSIGHT_022353', outlines a financial strategy called a "Cascading GRAT". The strategy involves using multiple short-term Grantor Retained Annuity Trusts (GRATs) to enhance value for beneficiaries, capitalize on market volatility, and mitigate mortality risks for the grantor. The document is a high-level overview of the benefits of this wealth-transfer technique.
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