June 2016 | Sharpe Group
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Archive for June, 2016

Let’s Spend Time With Lead Trusts – Pt 3

Last time, we drilled down into the charitable lead annuity trust (CLAT). We saw that the CLAT may be set up to run for either a fixed term of years or an individual’s life (subject to restrictions); the CLAT is used not only to fund a charitable project but also to transfer substantial assets downstream; …Read More

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