Brad explained the ICLAT so well and was able to answer any tax related question so succinctly. Now I understand that the ICLAT is a great vehicle for someone with high income who is charitably minded and is not looking to keep the assets out of his/her estate.
- Cynthia H.
I didn't know anything about iClats before this seminar
- Michelle L.
There was a case I lost because the heirs did not like the idea of not having an asset locked up without hope of a return of principle. This might work to ease those fears.
- Rick F.
When this fits, it is great. And I appreciated him getting right to the point about when it fits (and thus knowing that it doesn't always work and not to try and make it work if it isn't a git)
- Jered S.
Users Comments:
Brad explained the ICLAT so well and was able to answer any tax related question so succinctly. Now I understand that the ICLAT is a great vehicle for someone with high income who is charitably minded and is not looking to keep the assets out of his/her estate.
- Cynthia H.
I didn't know anything about iClats before this seminar
- Michelle L.
There was a case I lost because the heirs did not like the idea of not having an asset locked up without hope of a return of principle. This might work to ease those fears.
- Rick F.
When this fits, it is great. And I appreciated him getting right to the point about when it fits (and thus knowing that it doesn't always work and not to try and make it work if it isn't a git)
- Jered S.