News & Media

Planning for Incapacity: An Often-Overlooked Aspect of Estate Planning

| October 05, 2020 | News

Join Dylan Metzner in this interactive workshop covering common scenarios and disputes that arise when an individual’s starts to experience mental instability with a discussion designed to uncover best practices that can minimize the risk and/or effect of family disputes and litigation. Planning for Incapacity: An Often-Overlooked Aspect of Estate Planning CBA-CLE Virtual Estate Planning… Read more »

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.