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 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.
09.27.2023 - iCLATs
A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by Brad Gornto, JD, LL.M,