Webinar Registration

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

Boost Your Client's Estate Planning, Tax Planning outcomes and reduce out-of-pocket costs -

Wednesday, September, 27

04:00pm ET

60 minutes

Brad Gornto, JD, LL.M

Estate Planning Attorney

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.