In this exciting webinar, we explored two unique strategies for high net worth entrepreneurs and investors:
The Optimized Gift Trust
The OGT is designed for wealthy individuals who wish to reduce (and, in many cases, eliminate) their federal estate tax by making large gifts out of their estate, but retain maximum access, control, and use of the assets while they are living (within IRS limits). There is special urgency to fund the OGT since record high federal gift and estate tax exemptions ($13.61M/$27.22M) can be locked-in
The Optimize Charitable Lead Annuity Trust (CLAT)
The Optimized CLAT is a special version of a charitable lead annuity trust (CLAT) that has been designed to optimize the tax and economic benefits to the contributor. The Optimized CLAT is the only tax planning vehicle in existence that (1) generates a dollar-for-dollar tax deduction in the year of funding (providing immediate tax savings), (2) returns an expected 2-5x of the initial contribution back to the contributor, (3) immediately exempts the contributed assets from the 40% federal gift and estate tax, and (4) exempts the transferred assets from the contributor’s personal creditors.
Connect!
If you are interested in pursing this estate planning strategy or the CLAT for income tax reduction, please let us know on Soraban and our team will provide an introduction to Jonathan Morrison.
Downloads
Attachments
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- Optimized CLAT - Estate Planning Journal Article (Sept 2020 Issue).pdf
- Optimized CLAT - FAQs.pdf
- Optimized CLAT - Infographic (4.6% benchmark).pdf
- Optimized CLAT - Overview.pdf
- Optimized Gift Trust - EP Journal Article (May 2024 Cover Feature).pdf
- Optimized Gift Trust - FAQs.pdf
- Optimized Gift Trust - Overview.pdf
- Optimized Gift Trust - Sample Projections (Pre-Exit Planning for Business Sale).pdf