Webinar Registration

A Sequel on iCLATs:
A Strategy for Annual Givers with Immediate Tax Benefits

Date: Wednesday, September 27, 2023 at 4:00 PM ET

Duration: 60 minutes

Brad Gornto, JD, LL.M

Estate Planning Attorney

Brad Gornto, JD, LL.M, is an Experienced Presenter with deep knowledge in Estate Planning, Tax Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

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At the request of our listeners, this webinar will feature the return of estate planning attorney Brad Gornto, LL.M, Esq. for a case-study driven discussion of reversionary Charitable Lead Annuity Trusts (a.k.a. "iCLATS"). iCLATS can lower the tax liability for anyone who commits to annual charitable giving of $10,000 or more. This strategy is well suited for anyone who has experienced a spike in income resulting from any number of reasons; bonus, sales of business, Roth conversions. Or it can provide beneficial for those on the cusp of retirement You are encouraged to come prepared to vet client scenarios with Brad.