In estate and tax planning, certain names transcend their celebrity or fortune and come to define the very strategies they deployed. These individuals and families did not merely follow the rules; they reshaped them. Their approaches have become professional shorthand: the Walton GRAT, the Jackie O. CLAT, the Newman Foundation.
Each represents not just a legal structure, but a philosophy of purposeful capital design.
Our Chief Tax Strategist Jeff Getty recently wrote an article in Financial Advisor Magazine outlining how these estate plans shape much of the industry today.