Time to Head Back Into the Water

Time to Head Back Into the Water

Overcoming unwarranted fears of the Shark (Fin CLAT)

Over the past few years, a number of articles have been written regarding a charitable giving and tax planning strategy known as the Shark-Fin charitable lead annuity trust (Shark-Fin CLAT). Like all charitable lead trusts (CLTs), a Shark-Fin CLAT is a split-interest trust that’s designed to offer a substantial fixed and determinable benefit to a taxpayer&rsq

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