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Articles Posted in Charitable Lead Annuity Trust (CLAT)

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Does This Letter Ruling Impact Your Charitable Lead Annuity Trust?

Estate planning attorneys and CPAs all keep an eye on letter rulings to see if IRS decisions have any bearing on their own client’s situations. In this case, a taxpayer is setting up a revocable trust and wants to use a Charitable Lead Annuity Trust known as a CLAT. A…

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