For clients who just don’t want to do any estate tax planning, make gifts or buy insurance, there’s a seemingly simple, yet elegant estate tax strategy called a “T-CLAT” (or, in legal jargon, a Testamentary Charitable Lead Annuity Trust). Although the T-CLAT is simple, at least on the surface, designing the T-CLAT formula so it “zeroes out” the Estate Tax is not quite so simple.

For example, do you know:

• The 12 ways to draft a T-CLAT formula?
• The key to a successful formula under the regulations?
• The advantages and disadvantages of each way to draft the T-CLAT?
• When some of the private foundations rules apply?
• How to avoid the big trap - - the formula resulting in nothing remaining for the beneficiaries at the end of the T-CLAT term?
• How the type of estate assets and their cash flow have to be factored in?

In his exclusive LISI Webinar, Paul Hood will cover all of this and more, together with drafting language!!!

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.