DETECTOR · P163

PFD Multiple Family Trusts

Senator's PFD lists ≥2 distinct family trusts (irrevocable / generation-skipping / GRAT / CRT / dynasty) — sophisticated estate-planning architecture.

What this detector measures

Senator's PFD lists ≥2 distinct family trusts (irrevocable / generation-skipping / GRAT / CRT / dynasty) — sophisticated estate-planning architecture.

What to ask the senator's office

  1. What are the trust types (irrevocable, GRAT, CRT, dynasty, generation-skipping), and what is the trust grantor?
  2. Have the trusts received distributions during the senator's tenure?
  3. Did the senator vote on estate-tax exemption legislation during holding period?

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