Charitable Planning to Complete Before the End of 2013

“Charitable Planning to Complete Before the End of 2013” by Ira Nevelow for The Dallas Foundation’s Giving Counsel (Fall 2013)*

Certain types of tax planning work best when interest rates are low. For taxpayers who are charitably inclined, one of today’s most desirable charitable giving alternatives is the charitable lead annuity trust (CLAT). By better understanding the math of this planning technique, a professional advisor can better identify clients who would most benefit by funding a CLAT and better explain to those clients the benefits of CLAT.

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