Retained Interest

Retained Interest

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Retained Interest

Retained Interest definition:  With a QPRT, the grantor retains the right to occupy the residence before the trust expires. The grantor has retained interest in the property. With a GRAT or GRUT, the grantor’s retained interest is the right to receive payments from the trust for a specified number of years before the trust expires.

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