Posts By: Dylan Metzner

The Optimized CLAT: A Compelling Income Tax Deduction Vehicle Hiding In Plain Sight

September 02, 2020 | Articles

In a year in which charities fear donations will be down, charitable lead annuity trusts (CLATs) encourage gifting to charities and provide generous wealth transfer benefits. By leveraging the current all-time low 7520 rate and using an Optimized CLAT, charitably inclined clients have a unique opportunity to eliminate annual income taxes, provide for charity, and transfer enormous wealth, free of gift and estate taxes.

Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act

December 09, 2019 | Articles

A directed trust allows trust settlors to involve family members in the administration of a trust and use professionals to comply with fiduciary duties and manage complex assets, providing independent judgment with respect to discretionary distribution decisions. Read more about directed trusts in this article, originally published in Colorado Lawyer. By Jeffrey B. Kadavy and Dylan H Metzner.