Zeroed-Out Charitable Lead Annuity Trust

Solves the level CLAT annuity that brings the noncharitable remainder value as close to zero as the Section 7520 model supports.

Zeroed-Out CLAT Setup

Transfer

Contribution amount

Valuation date

Term

years

Annuity Payout

The Rust engine solves the annual annuity that brings the noncharitable remainder value as close to zero as the Section 7520 model supports.

Projection return

Section 7520 Rate

Section 7520 rate

Beginning and ending trust value by projection year.

Ready for zeroed-out CLAT modeling

Calculate once to solve the annuity, charitable lead value, remainder value, and annual payout schedule.