Episode 25: Unveiling the Quantum Leap from Physics to Finance
Can a Bond Help You Transfer Millions Tax-Free? In this episode of Sterling Insights, Roger sits down with Edward Condon, founder of Regatta Advisors and creator of Structured GRAT. Together, they explore how structured investments can be used within Grantor Retained Annuity Trusts (GRATs) to efficiently transfer wealth while minimizing gift taxes. Ed draws from his decades of experience in physics, finance, and structured product development to break down the mechanics and strategy behind this high-level planning tool. This episode is a must-listen for estate attorneys, financial advisors…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.