Reduce risk and enhance wealth transfer in your GRAT

Research output: Contribution to journalReview article

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 languageEnglish (US)
Pages (from-to)17-22
Number of pages6
JournalJournal of Wealth Management
Volume9
Issue number2
DOIs
StatePublished - Sep 1 2016

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Wealth transfer
Assets
Monte Carlo simulation

All Science Journal Classification (ASJC) codes

  • Finance
  • Economics and Econometrics

Cite this

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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.",
author = "Retzlaff, {Todd Matthew}",
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}

Reduce risk and enhance wealth transfer in your GRAT. / Retzlaff, Todd Matthew.

In: Journal of Wealth Management, Vol. 9, No. 2, 01.09.2016, p. 17-22.

Research output: Contribution to journalReview article

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