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A business owner I work with sold his company for $40 million. Good outcome. He’d built it over 25 years. Before his earnout, his actual take-home was closer to $30
A Grantor Retained Annuity Trust (GRAT) can be a powerful estate planning strategy for families whose assets exceed federal or state estate tax exemptions. By transferring appreciating assets into an irrevocable trust while retaining fixed annuity payments for a set term, a properly structured GRAT may allow future appreciation to pass to beneficiaries with little or no gift tax cost.
The strategy centers on the IRS Section 7520 rate. When a GRAT is structured as a “zeroed-out” GRAT, the retained annuity is designed to reduce the taxable gift to zero or close to zero. If the assets held by the GRAT appreciate faster than the applicable 7520 rate, that excess growth can ultimately pass to beneficiaries free of additional gift and estate tax. If the assets fail to outperform the rate, the grantor generally receives the assets back through the annuity payments, creating an opportunity to consider trying the strategy again.
Choosing the wrong buy-sell structure can create an unexpected tax bill years after a partner’s death. Learn the difference between cross-purchase and redemption agreements, how each affects cost basis and capital gains taxes, why insurance ownership matters, and when each structure makes the most sense. Discover how proper planning today can save business owners hundreds of thousands of dollars when the business is eventually sold.
Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.
