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Issue: If property passes to children, a CLAT using a low Internal Revenue Code Section 7520 rate can be more transfer-tax effective than a CLUT. But the CLUT is likely to be more transfer-tax efficient than a CLAT if property passes to skip...
What's the ideal number of clients an advisor should have? Smaller clients typically cry out for help more than larger clients in times of uncertainty. This can quickly become a major speed-block to growth.