Patten and Company

  • Home
  • About
  • Services
    • Estate and Trust Attorneys
    • Business Valuations
    • All Attorney Services
    • Estate Planning
    • All Individual Services
    • Fiduciary Accounting Services
    • Estate Tax Planning and Preparation
  • Who We Serve
  • Resources
    • Tax Organizer
    • Client Login
    • Make a Payment
    • Online Tax Guide
    • Refund Status
    • Make A Federal Tax Payment
    • Our Blog
  • Connect
Menu
  • Home
  • About
  • Services
    • Estate and Trust Attorneys
    • Business Valuations
    • All Attorney Services
    • Estate Planning
    • All Individual Services
    • Fiduciary Accounting Services
    • Estate Tax Planning and Preparation
  • Who We Serve
  • Resources
    • Tax Organizer
    • Client Login
    • Make a Payment
    • Online Tax Guide
    • Refund Status
    • Make A Federal Tax Payment
    • Our Blog
  • Connect
Client Login
Make A Payment

Tag: GRAT

Transfer Assets through Grantor Retained Annuity Trusts (GRATS)

There are several estate planning tools designed to assist in the transfer of assets to a trust for beneficiaries while also retaining the grantor’s right to income or use of the asset.

Patten and Company is a Dallas based CPA firm providing businesses and individuals, across a wide array of industries and with varying levels of complexity, with customized tax and accounting services.

Quick links

  • Who We Are
  • What We Do
  • Who We Serve
  • Connect

Contact

  • 10000 N Central Expressway, Suite 290 Dallas, TX 75231
  • Call: 214.696.1922
  • Fax: 214.696.1301
  • info@ptcpas.com

Location

© 2023 Patten and Company. All rights reserved.

SITE BUILT BY HARP & SLING