Optimized CLAT FAQs, Part 4: Remainder Assets, Tax Filings, Logistics, Fees
October 7, 2022 | News The Optimized CLAT (OCLAT) is a special version of a charitable lead annuity trust (CLAT) that has been designed to optimize the tax and economic benefits to the contributor. For an overview of the OCLAT strategy and to...
Optimized CLAT FAQs, Part 3: The Charitable Lock-Up Period
October 7, 2022 | News The Optimized CLAT (OCLAT) is a special version of a charitable lead annuity trust (CLAT) that has been designed to optimize the tax and economic benefits to the contributor. For an overview of the OCLAT strategy and to...
Optimized CLAT FAQs, Part 2: IRS Approval and the Upfront Tax Deduction
October 7, 2022 | News The Optimized CLAT (OCLAT) is a special version of a charitable lead annuity trust (CLAT) that has been designed to optimize the tax and economic benefits to the contributor. For an overview of the OCLAT strategy and to...
Optimized CLAT FAQs, Part 1: The Basics
October 7, 2022 | News The Optimized CLAT (OCLAT) is a special version of a charitable lead annuity trust (CLAT) that has been designed to optimize the tax and economic benefits to the contributor. OCLAT Resources OCLAT – Infographic (Q4...
Frazer Ryan marks its 33rd anniversary
September 1, 2022 | News September 1, 2022, marks the 33rd anniversary of Frazer Ryan’s founding. In the summer of 1989, over breakfast at the Ritz-Carlton Hotel, Phoenix tax attorney Dave Frazer and estate planning attorney Jim...