Summary | Anticipating an end to the long run-up in stocks,
some wealthy people are swapping out some of the investments
they put in grantor retained annuity trusts. Those appreciated
securities are being replaced with other holdings, cash or
promissory notes that are of equal value today. The move helps
to lock in tax-sheltered gains for beneficiaries. ...
some wealthy people are swapping out some of the investments
they put in grantor retained annuity trusts. Those appreciated
securities are being replaced with other holdings, cash or
promissory notes that are of equal value today. The move helps
to lock in tax-sheltered gains for beneficiaries. ...
blogs.wsj.com | 30 March 2015