“Inter Vivos Charitable Lead Annuity Trust (CLAT)” White Paper

Give Strategically and Preserve Wealth with an Inter Vivos CLAT

In this insightful 3-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how Inter Vivos Charitable Lead Annuity Trusts (CLATs) allow donors to support charitable causes while reducing estate taxes and preserving wealth for future generations. Keebler outlines the mechanics, benefits, and planning opportunities associated with CLATs—making this white paper a valuable resource for estate planners, CPAs, and advisors guiding charitably inclined high-net-worth clients.