RT Journal Article
SR Electronic
T1 Reduce Risk and Enhance Wealth Transfer in Your GRAT
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 17
OP 22
DO 10.3905/jwm.2016.19.2.017
VO 19
IS 2
A1 Todd Retzlaff
YR 2016
UL https://pm-research.com/content/19/2/17.abstract
AB 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.TOPICS: Wealth management, simulations