A new estate freeze technique: Grantor Retained Interest Partnership | PFP learning library podcast
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Man in purple shirt holding pen at desk.
Resources

A new estate freeze technique: Grantor Retained Interest Partnership | PFP learning library podcast

5 months ago · 22 min listen

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?

Access resources related to this podcast:

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content