Join us for our 3 part G-CLAT for Advisors video series.
In this video series, Derek Myron walks you through the structure of a shark-fin G-CLAT, what the best choices for investments can be for your clients, how to structure the start, middle, and end of the Grantor Charitable Lead Annuity Trust, and how to steward the process from start to finish.
In this series we address preconceptions in order to:
Overview
Grantor Charitable Lead Annuity Trust (G-CLAT):
Part 2: Break Even Analysis
Break-even Analysis
Investment Selection
Review G-CLAT Case Study
CWA Stewardship Process
Legal Disclaimer
Privacy Policy
Disclosures: Form ADV & Form CRS
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The NIM-CRT Presentation
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