Reduce risk and enhance wealth transfer in your GRAT

Todd Retzlaff

doi:10.3905/jwm.2016.19.2.017

Reduce risk and enhance wealth transfer in your GRAT

Todd Retzlaff

Penn State Lehigh Valley

Research output: Contribution to journal › Review article › peer-review

Abstract

We present a strategy utilizing asset-or-nothing calls to enhance the average wealth transfer of a GRAT from a grantor to grantee-and indeed, to improve the likelihood that that the GRAT transfers any wealth at all. We tested this strategy against other common GRAT strategies using Monte Carlo simulation.

Original language	English (US)
Pages (from-to)	17-22
Number of pages	6
Journal	Journal of Wealth Management
Volume	9
Issue number	2
DOIs	https://doi.org/10.3905/jwm.2016.19.2.017
State	Published - Sep 1 2016

All Science Journal Classification (ASJC) codes

Finance
Economics and Econometrics

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10.3905/jwm.2016.19.2.017

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title = "Reduce risk and enhance wealth transfer in your GRAT",

abstract = "We present a strategy utilizing asset-or-nothing calls to enhance the average wealth transfer of a GRAT from a grantor to grantee-and indeed, to improve the likelihood that that the GRAT transfers any wealth at all. We tested this strategy against other common GRAT strategies using Monte Carlo simulation.",

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Reduce risk and enhance wealth transfer in your GRAT

Abstract

All Science Journal Classification (ASJC) codes

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