Relationship Details
Connected Entities
Evidence
The document describes a Grantor Retained Annuity Trust (GRAT) structure where a 'grantor' sets up a trust to transfer wealth to 'beneficiaries'.
The document describes a Grantor Retained Annuity Trust (GRAT) structure where a 'grantor' sets up a trust to transfer wealth to 'beneficiaries'.
Source Documents (1)
HOUSE_OVERSIGHT_022353.jpg
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.
Mutual Connections
Entities connected to both grantor and beneficiaries
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein relationship