Charitable Lead Trust, Insurance, 170(f)(10)

Charitable Lead Trust, Insurance, 170(f)(10)

Forum topic posted in Forum on 15 January 2010| 1 comments
audience: | last updated: 15 January 2010
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Joined: 07/05/2000
Points: 60
Does anyone have any thoughts on whether IRC 170(f)(10) would apply to prohibit gift and income tax deductions if a Grantor CLAT was (a) funded with cash a large portion of which was used to purchase life insurance, or (b) funded with life insurance policies and cash?

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Joined: 07/21/2010
Points: 15
Charitable Lead trust
Still looking for more information? email me and I'll send you some info.
Joined: 05/07/2009
Points: 17
Transamerica thinks it will work
In fact, they have a marketing name for the concept: "Enhanced Charitable Trust." Their producer guide says, in part:

"The CLAT uses the majority of the cash (between 85
7520 Rates: June 3.4% May 3.2% April 3.2%

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