OCLAT Intake

Explore Your Optimized CLAT

Thank you for your interest in exploring the benefits of an Optimized CLAT. Providing the information requested below is the next step toward achieving your objective, and it should take no more than 5–10 minutes of your time.

Please note that if you are a client of [n]dowed or a prospective client, all information you share with [n]dowed will remain confidential, pursuant to Ethical Rules 1.6 and 1.18.

Preferred Contact Method
About You & the OCLAT
A few questions to help us see whether the Optimized CLAT is the right fit for you.
How did you learn about the OCLAT planning strategy or attorney Jonathon Morrison?
If by a “trusted person” or “other,” please describe:
Is it your intention to leave your estate primarily to individuals, such as children or other family members?If you plan to leave most of your estate to charity, the OCLAT is probably not the right vehicle for you.
The OCLAT has a Lock-Up Period during which you can invest the funds but cannot withdraw, borrow or otherwise access the funds for many years (much like a retirement account). Are you OK with that requirement?
Are you a U.S. citizen?
Do you have any major health issues?
In what state do you live for tax purposes?
In a typical year, what is the total of your charitable donations?
Your Family
Marital and family details that affect how the trust is structured.
Are you married?
If yes, for how long?
Is your spouse a U.S. citizen (or green card holder)?
Does your spouse have major health issues?
Do you and your spouse have a prenuptial agreement?
Do you and your spouse consider your assets to be “50/50” community property?
If “no,” please describe how your assets are owned:
Are all children from your current marriage?
If “no,” please provide details:
Your Finances
Rough figures are fine — these help size a realistic model.
What are your major sources of taxable income? (Check all that apply)
In a typical year, ordinary income
For this year, your long-term capital gains income
Value of securities and other non-cash liquid assets
Briefly describe the makeup of your estate (i.e., major assets). Are you mostly liquid? Illiquid?
Do you expect your estate to grow in value?
Your Advisors
The OCLAT works best alongside your existing team.
Do you have a strong estate planning attorney?
Do you have a trusted financial planner or investment advisor?
Do you have a strong CPA or tax professional?
If your CPA or financial advisor should receive our analysis, please provide their name and email address:
Comment or Questions (optional)
Only your name and email are required — everything else simply helps attorney Jonathon Morrison tailor your analysis.
Your information is handled with complete discretion, and we typically respond within one business day.

Thank You

We’ve received your request. Jonathon Morrison will be in touch within one business day to discuss your personalized OCLAT analysis.