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Grantor Retained Annuity Trusts

December 3, 2025

In this video, Douglas H. Olin, a Principal in Cummings & Lockwood’s Private Clients Group and based in the firm’s Greenwich, Connecticut office, covers how to structure and administer a successful Grantor Retained Annuity Trust (“GRAT”) and strategies to set clients up for success.

The presentation was given at Cummings & Lockwood’s annual Professional Advisors Seminar on December 3, 2025 at the Wee Burn Country Club in Darien, Connecticut.