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Battered stocks fuel 'GRAT lifestyle' tax perks for rich investors with trusts

May 4, 2022Media Mention
Financial Planning

Laura Zwicker, Chair of Private Client Services, was quoted in Financial Planning's article "Battered stocks fuel 'GRAT lifestyle' tax perks for rich investors with trusts." The article explores the benefits and disadvantages of investing in grantor-retained annuity trusts (GRATs). Experts suggest that this type of investment is heavily volatile as the value of your assets may rise and fall frequently.

Excerpt:

"A GRAT is really just playing the odds," said Laura Zwicker, the chair of private client services group at law firm Greenberg Glusker in Los Angeles. "We take two sleeves of securities we think will perform inversely and put them in separate GRATs. One wins, one loses."

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