Charitable Lead Trusts: Getting to know the “iCLAT” - podcast episode cover

Charitable Lead Trusts: Getting to know the “iCLAT”

Dec 13, 202443 minEp. 18
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Wanna know a SECRET?  With a record $557 Billion donated in 2023 in the U.S., it is possible that a donor might ACTUALLY achieve all his or her tax and charitable goals---with nonprofits benefiting deeply---using a woefully underutilized tool.  What's it called?  The Charitable Lead Annuity Trust, or "CLAT."  It's like the Swiss Army knife of charitable giving.  And, a type of CLAT---known as an “iCLAT"---is a tool accessible to every CPA, wealth advisor, and trusts & estates attorney, and especially those working with moderate-to-wealthy clients.  Complex estate planning guru Brad Gornto explains it all to you!
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast
Charitable Lead Trusts: Getting to know the “iCLAT” | Money to Give podcast - Listen or read transcript on Metacast