The Most Documented Trust Strategy in Practice

Cover feature in the Estate Planning Journal (Thomson Reuters) examining how married couples can triple the QSBS exclusion through strategic trust planning.

Bloomberg Tax Management Memo on why affluent clients should act before year-end to maximize gift trust benefits under current exemption levels.

The American Heart Association features the Optimized CLAT as a powerful planned giving vehicle for professional advisors and trustees.

Forbes examines how the Optimized CLAT is reshaping charitable trust planning for high-net-worth families — delivering outsized philanthropic impact while preserving and growing family wealth across generations.

Published by Thomson Reuters as a peer-reviewed cover feature — the definitive academic treatment of the Optimized Charitable Lead Annuity Trust. Examines the mathematical structure, IRS compliance framework, and investment methodology behind the strategy.

Transfer assets out of estate while maximizing retained access and control over transferred assets.

Yahoo News covers a new estate planning approach designed specifically for professional athletes, developed by Jonathon M. Morrison.

Barron’s explores how professional athletes can leverage the OCLAT for tax-efficient wealth transfer and charitable impact.

Fortune covers a former IRS commissioner who used the OCLAT to support his alma mater while passing assets to his children tax-free — a case study in the strategy’s real-world application at the highest levels of government and philanthropy.

How physicians selling their practice can use an optimized trust strategy for triple tax advantages.

Forbes Finance Council on how younger affluent families are using the OCLAT to reduce taxes, support causes, and build generational wealth simultaneously.

Forbes explores how modern estate strategies draw lessons from one of history’s most iconic legacies.

The foundational article in the Estate Planning Journal (Thomson Reuters) that introduced the Optimized CLAT to the tax planning profession.