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Can't Get No CLATisfaction - Rice

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Dan G. Rice
Convoy of Hope

I Can't Get No CLATisfaction

Not since Charitable Lead Trusts came into existence in the Tax Reform Act of 1969, have we experienced this historical confluence of: 1. Low-priced, high value stocks; 2. applicable federal rates at a 25 year low; and, 3. the largest, ongoing intergenerational wealth transfer ever witnessed. This confluence has created the perfect combination of circumstances to consider Charitable Lead Trusts for select clients, particularly, the Charitable Lead Annuity Trust (CLAT).

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