Optimized CLAT FAQs, Part 4: Remainder Assets, Tax Filings, Logistics, Fees
November 1, 2025 | 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
November 1, 2025 | 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...
Optimized CLAT FAQs, Part 3: The Charitable Lock-Up Period
November 1, 2025 | 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
November 1, 2025 | 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...
In Memoriam: David R. Frazer
October 17, 2025 | News It is with great sadness that we share the news that David “Dave” R. Frazer, co-founder and Partner Emeritus of Frazer Ryan Goldberg & Arnold, LLP, passed away on October 16, 2025. Dave was an amazing man and was...