Podcast: A new estate freeze technique: Grantor Retained Interest Partnership

November 27, 2020 @ 9:00am


November 27, 2020 @ 11:00am

If you have clients who want to lock in the current estate tax exemption but are concerned about parting with assets, the new grantor retained interest partnership (GRIP) may be the answer. In this episode of the PFP Section podcast, Bob Keebler interviews GRIP experts Mary O’Reilly and Stephen Breitstone. They respond to the following questions:

What is a GRIP and how does it work?

In which circumstances does this technique make sense?

What features would you include in the partnership agreement?

Is there a risk of clawback?

What is the downside to implementing this strategy?