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Low Interest Rates Make Charitable Lead Annuity Trusts Attractive


by Loeb & Loeb LLP View Firm Credentials
Los Angeles Office

April 6, 2009

Previously published on March 2009

We have previously alerted you to the estate and tax planning opportunities in using a Grantor Retained Annuity Trust (a "GRAT") in this time of low interest rates and sharply reduced asset values. A Charitable Lead Annuity Trust (a "CLAT") is another strategy that can work well in this environment.


 

The views expressed in this document are solely the views of the author and not Martindale-Hubbell. This document is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance.


 

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