Private Asset Management | The pipeline to the affluent
July 30, 2010

Wealth Shift Strategies Cause Pitfalls  01/28/2010



--Kristen Oliveri Wealthy families and high-net-worth individuals should reexamine wealth shifting strategies like grantor retained annuity trusts (GRATs), as drafting process problems often cause losses, according to John Bergner, partner with Dallas-based law firm Winstead PC. A ...

To read this article, please subscribe or take a free trial.
Subscribe

Subscribers have unlimited access to all current content, email alerts and breaking news. Start your subscription today - click on the button below.

Subscribe

Free Trial

Taking a free trial will give you access to the current issue, email alerts and breaking news for a limited period. Start your free trial today.

Free Trial

Already Have An Account?

Username:
 Password:
Please read our Terms and Conditions and Privacy Policy before using the site.