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6. It is now 20 years later, Willa is dead, and Henry is asking you for advice about his estate plan. His neighbor recently set
6. It is now 20 years later, Willa is dead, and Henry is asking you for advice about his estate plan. His neighbor recently set up a grantor retained trust (GRT) and Henry think this is a good estate planning tool for his Edward Jones account (now worth $3,000,000). Henry's goals are to: A. avoid transfer tax on the appreciation in the value of the trust; B. wend the trust in the future to remove a remainder beneficiary, C. receive equal annual payments from the trust for life; and D. distribute the remainder to his children and grandchildren. Identify which GET is most likely to achieve some of Henry's goals, and explain why each goal is, or is not achievable with your chosen GRT
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