Chartered Advisor In Philanthropy (CAP®)

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Which estate planning tool allows a donor to transfer assets to a trust, receive an annuity payment for a fixed term, and pass remaining assets to heirs with reduced gift tax?

Grantor Retained Annuity Trust (GRAT) Charitable Remainder Annuity Trust (CRAT) Donor Advised Fund (DAF) Qualified Personal Residence Trust (QPRT)

Correct Answer:

Grantor Retained Annuity Trust (GRAT)

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