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Estate Planning

Use of CLAT Trusts to Reduce Estate Tax Bill Flourish in Low Interest Rate Environment

Posted on September 17th, 2013 by Joe Pioletti

Charitable Lead Annuity Trusts, or CLAT trusts, have become a popular method for individuals to minimize their Federal Estate Tax bill. Sometimes referred to as “Jackie O” trusts after the former First Lady Jacqueline Kennedy’s will called for one upon her death in 1994, these trusts have the ability to transfer money tax free to […]

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EUREKA, IL LOCATION

107 E Eureka Ave, #1
Eureka, IL 61530

309-467-3213

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BLOOMINGTON, IL LOCATION

121 N Main St
Bloomington, IL 61701

309-821-0246

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275 E Court St, Suite 207
Kankakee, IL 60901

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1 W Old State Capitol Plz Ste 721
Springfield, IL 62701

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Peoria, IL 61602-1241

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St Louis, MO 63117

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