GRAT: The “Heads I Win, Tails I Break Even” Estate Strategy

Tax Tips / Estate Freeze

GRAT: The “Heads I Win, Tails I Break Even” Estate Strategy

By Team BMT Jan 19, 2026

💡 Executive Summary

  • Problem: You want to gift high-growth assets (Pre-IPO stock, Crypto) to children, but if the value crashes, you’ve wasted your Lifetime Exemption.
  • Solution: Use a “Zeroed-Out” Grantor Retained Annuity Trust (GRAT). It allows you to transfer only the upside without using any exemption.
  • Result: If the asset grows > IRS Hurdle Rate, kids get the profit tax-free. If it crashes, the asset returns to you (No harm, no foul).
⚠️ MORTALITY RISK
You must survive the term of the GRAT (typically 2 years). If you die during the term, the assets are clawed back into your taxable estate. This is why “Rolling 2-Year GRATs” (series of short-term trusts) are the industry standard.

For Silicon Valley founders and Hedge Fund managers (Tier L3/L4), the GRAT is the ultimate tool for volatile assets. Unlike a direct gift, a GRAT is a “bet” with the IRS where the odds are rigged in your favor. You are effectively freezing the current value in your estate while shifting all future growth to the next generation.

🧐 Core Mechanic: The Hurdle Rate (7520)
Think of the IRS 7520 Rate (e.g., 4.0%) as the “interest” you owe yourself.
• Asset Return = 15% (Success) 👉 11% goes to kids Tax-Free.
• Asset Return = 2% (Failure) 👉 Asset returns to you. $0 Exemption Used.

Performance Simulation

Strategy Outcome ($10M Asset, 20% Growth)
Direct Gift (Risk) $10M Exemption Burned Upfront
High Cost Entry
Zeroed-Out GRAT $0 Exemption Burned / $3M Transferred*
Pure Alpha Transfer

Comparison: GRAT vs. IDGT Sale

Feature GRAT (Annuity Trust) IDGT Sale (Installment Note)
Risk Profile No Downside (Asset Returns) Leverage Risk (Note remains)
Interest Rate 7520 Rate (Higher) AFR (Lower)
GST Tax Cannot allocate GST exemption Great for Grandchildren
“The GRAT is the only game in the casino where the house doesn’t win. If the coin lands heads, your children win millions tax-free. If it lands tails, you just get your money back.”
BMT designs for tax reality, not theory.