Conrad Teitell Now: Charitable Lead Annuity Trusts for Wealthy Clients
This is an especially opportune time for individuals who are "wealthy" (defined soon—in a gift and estate tax context) and charitably minded to create charitable lead annuity trusts, writes columnist Conrad Teitell.
October 23, 2020 at 01:29 PM
8 minute read
This is an especially opportune time for individuals who are "wealthy" (defined soon—in a gift and estate tax context) and charitably minded to create charitable lead annuity trusts. Reason: the confluence of historically low IRC §7520 rates, decreased market values in some cases, and the gift and estate tax "definition" of wealthy.
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