Optimizing a Gift Trust and CLAT in the OBBB Era
Join us as Jonathon Morrison shares his insights
Optimizing Irrevocable Gift Trusts and CLATs in the OBBB Era
Jonathon will unpack key components of how to “optimize” an irrevocable gift trust (for creditor protection and estate tax minimization) and a CLAT (for income tax minimization) to maximize advantages afforded by the current tax/economic environment, including the One Big Beautiful Bill (OBBB). Jonathon will present case studies and financial projections demonstrating how to design and bolster impact to the grantor’s family wealth and philanthropy, maximize asset access, and mitigate creditor exposure.
A renowned innovator and technician in his space, Jonathon’s thought leadership and knack for developing novel, cuttingedge solutions has resulted in multiple advances in the field of advanced tax and estate planning. In addition to publishing multiple peer-reviewed articles featured on the cover of the national Estate Planning Journal (the top legal journal in the field), Jonathon has been featured in Forbes, Fortune, Bloomberg, and Barrons, as well as several nationally syndicated podcasts, with respect to strategies involving income and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection.
Thank you to our monthly speaker sponsor
Thank you to our annual sponsors
