Press & Publications
The Most Documented Trust Strategy in Practice
Peer-reviewed journal features, national press coverage, and institutional validation — the OCLAT’s track record speaks for itself.
Featured Coverage
Publications & Press
From peer-reviewed academic journals to the nation’s leading financial publications — the OCLAT has been examined, validated, and featured at every level.
QSBS Stacking: Triple the Exclusion for Married Couples
Cover feature in the Estate Planning Journal (Thomson Reuters) examining how married couples can triple the QSBS exclusion through strategic trust planning.
Estate Planning Journal
High-Net-Worth Clients Should Consider Gift Trusts By Year-End
Bloomberg Tax Management Memo on why affluent clients should act before year-end to maximize gift trust benefits under current exemption levels.
Bloomberg Tax
A Better Way to Give
The American Heart Association features the Optimized CLAT as a powerful planned giving vehicle for professional advisors and trustees.
American Heart Association
Discussing The Optimized Charitable Lead Annuity Trust (OCLAT)
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.
Forbes
Optimized Gift Trusts & Funding Designs
Published by Thomson Reuters as a peer-reviewed cover feature on the Optimized Gift Trust — how to move assets out of the taxable estate while preserving the grantor’s access, use and control. A companion design to the OCLAT from the same author.
Estate Planning Journal
Optimized Gift Trust (OGT)
Transfer assets out of estate while maximizing retained access and control over transferred assets.
Yahoo News
Estate Planning Strategy for Professional Athletes
Yahoo News covers a new estate planning approach designed specifically for professional athletes, developed by Jonathon M. Morrison.
Yahoo News
How Pro Athletes & High-Earners Can Hit an Estate-Planning Home Run
Barron’s on how high earners are using the OCLAT to manage estate and income taxes, support charity, and grow generational family wealth.
Barron’s
How a Former IRS Boss Optimizes His Charitable Trust
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.
Fortune
Selling Your Medical Practice? Optimize the Sale with This Triple Tax-Advantaged Strategy
How physicians selling their practice can use an optimized trust strategy for triple tax advantages.
Arizona Physician
This Strategy Helps Rich Millennials Lower Taxes, Give Back, and Build Next-Gen Wealth
Forbes details how younger affluent families are using the OCLAT to reduce taxes, support causes, and build generational wealth simultaneously.
Forbes
Elevating Your Estate and Legacy: A Lesson from Jackie Kennedy
Forbes explores how modern estate strategies draw lessons from one of history’s most iconic legacies.
Forbes
The Optimized CLAT: A Compelling Income Tax Deduction Vehicle Hiding in Plain Sight
The foundational article in the Estate Planning Journal (Thomson Reuters) that introduced the Optimized CLAT to the tax planning profession.
Estate Planning Journal
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