Article Title
Maximizing the Benefits of Estate Planning Bet-to-Die Strategies: CLATS and Private Annuities
Abstract
Because the IRS must normally use actuarial tables to determine life expectancy, particular persons whose life expectancy may be much shorter than projected may be able to preserve a much larger than usual portion of family assets through the use of Charitable Lead Annuity Trusts (CLATS) or private annuity sales. The advantages, disadvantages, and basic tax considerations of each are shown through several detailed examples.
Repository Citation
Melcher, Peter and Zuengler, Matthew
(2012)
"Maximizing the Benefits of Estate Planning Bet-to-Die Strategies: CLATS and Private Annuities ,"
Marquette Elder's Advisor: Vol. 7:
Iss.
2, Article 3.
Available at:
https://scholarship.law.marquette.edu/elders/vol7/iss2/3
