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Grantor retained annuity trust / Trust law / Gift tax in the United States / Life insurance trust / Walton v. Commissioner / United States trust law / Law / Inheritance / Taxation in the United States


Transforming an Ordinary GRAT A center of excellence building bridges from thought to action, creating practical, applicable strategies to help benefit
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Document Date: 2015-03-25 15:30:48


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Company

PNC Capital Advisors LLC / GRAT / PNC Delaware Trust Company / The PNC Financial Services Group Inc. / PNC Bank / J.D. Senior Wealth / LL.M. / /

Currency

USD / /

Event

Funding / /

IndustryTerm

fiduciary services / specific fiduciary and agency services / wealth management / Investment management / /

Organization

Hawthorn Institute / National Association / Internal Revenue Service / FDIC / U.S. Securities and Exchange Commission / calculated using Internal Revenue Service / /

Person

Martyn Babitz / Drew LaGrande / Randall C. Ackerman / Hawthorn / /

Position

advisor / municipal advisor / investment adviser / trustee / Vice President / Senior Wealth Planner / Strategist / /

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