A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
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Guest Expert: Brad Gornto, JD, LL.M,This webinar featured 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 ...
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"New Ideas" Learned According to Webinar Attendees:
"Great idea to offer this as I am already currently working on a case like this. The amount amounts of money and planning are enormous opportunities. This education is invaluable."
"Understanding the ideal client for an iCLAT and the difference in a DAF and iCLAT."
"Income producing assets exclude annuities. Gifting via iCLAT can result in greater value of remainder cash back than the total gifted funds assuming a reasonable return over and above the designated gift percentage."
"New Ideas" Learned According to Webinar Attendees:
"Great idea to offer this as I am already currently working on a case like this. The amount amounts of money and planning are enormous opportunities. This education is invaluable."
"Understanding the ideal client for an iCLAT and the difference in a DAF and iCLAT."
"Income producing assets exclude annuities. Gifting via iCLAT can result in greater value of remainder cash back than the total gifted funds assuming a reasonable return over and above the designated gift percentage."