Dec 6, 2025 · Understand the Charitable Lead Annuity Trust (CLAT), a powerful estate planning tool that combines philanthropy with leveraged wealth transfer.

May 1, 2025 · Background: One sophisticated estate planning strategy, clearly of limited interest to only a small group of individuals, is the charitable lead annuity trust, or CLAT.

Dec 13, 2024 · A charitable lead annuity trust (CLAT) allows grantors to regularly support a charitable organization while receiving transfer tax benefits.

Feb 14, 2025 · A charitable lead annuity trust (“CLAT”) is a type of charitable trust whereby a charity, donor advised fund, or foundation of the grantor’s choosing (the “Lead Beneficiary”) …

Jan 30, 2026 · The CLAT is simultaneously an income-tax strategy and an estate-tax strategy. With a CLAT, a donor can put an asset in trust and receive a deduction equal to 100% of the …

Oct 1, 2019 · A Charitable Lead Trust provides for income payments to at least one qualifying charitable organization for a period that is measured by either a fixed term of years or for the …

Jan 20, 2003 · Now that is changing, thanks to low interest rates and creative planners. A CLAT pays to charity a set amount for a set number of years. What's left at the end goes to you or …

May 29, 2015 · By Dr. Jim Dahle, WCI Founder. This post is all about CRATs, CRUTs, CLATs, and CLUTs. These acronyms all relate to “split-interest gifts” or “charitable trusts.” In essence, …

Jan 6, 2019 · Below is an overview/explanation from Webcalculators. A charitable lead annuity trust, or “CLAT,” is an irrevocable trust which pays to charity a fixed dollar amount each year …

Charitable lead trusts are often considered to be the inverse of a charitable remainder trust. Charitable lead trusts operate for a set term, which could be the life of one or more …