EllisonLegacy Law

Insights

Plain answers to the questions clients ask most.

Browse by topic

The Facebook logo

Zuckerberg’s $200 Million Tax Move

Before Facebook’s explosive growth, its founders quietly implemented an estate planning strategy that allowed millions of dollars in future appreciation to pass to their families without triggering gift tax. The technique, known as a Grantor Retained Annuity Trust, remains a powerful planning tool today.

By Alexandria Ellison

1 article in Tax Planning.

Questions the articles did not answer?

Consultations are arranged directly. Call or email the firm and we will confirm a time that works for you.