Episode Details

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!