It is entirely possible and perfectly legal for an individual to transfer $5M, $10M, even $100M to family with no gift and estate tax. The individual could also become a philanthropist to a level never thought possible. The tool? charitable lead trusts. Despite this power, very few gift planners have actually closed a CLT. The reason is twofold: lack of understanding and lack of proper marketing. This session will present exciting new ways to think about CLTs, how to market them, and discuss the technical rules of CLTs as they relate to the new strategies. Syllabus for Gift Planners code: 3.01.06
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