Back-Loaded CLATs: A Shark’s Fin or A Fabulous Gift?
Speakers: Mark Teitelbaum, Robert D. Stuchiner, CLU, ChFC
Year: 2018
Body of Knowledge:
Estate Planning/Wealth Transfer,
Charitable Planning/Strategies
Competence: Technical |
Level: Advanced |
Session Rating: 4.58
Robert Stuchiner and Mark Teitelbaum will discuss the authority guidance and background for back-loaded CLATs. They will provide examples and discuss the extent of any tax authority. They will discuss the main issues when considering the viability of this concept for your clients.
The presentation will offer a detailed discussion of back-loading, recent IRS Rulings, IRC sec 170(f)(10) and grantor trust issues. This should be a lively discussion of a vibrant charitable and wealth transfer strategy.