Ep. 50 Part 3: The Power Of Balloon CLATs In Charitable Estate Planning with Randy Fox
What if one of the most powerful charitable planning strategies could help families reduce taxes, support meaningful causes, and transfer wealth to future generations all at the same time? In this final installment of the 3-part advanced charitable planning series on Money to Give, Rick Peck sits down once again with Randy Fox to unpack the world of Balloon CLATs, also known as Shark Fin Charitable Lead Annuity Trusts. Randy explains how these highly specialized strategies work, why they differ from charitable remainder trusts, and how they can create extraordinary opportunities for families…
The skinny
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