Charitable Lead Trust

Charitable Lead Trust

Charitable Lead Trust

 


How it Works

  • You contribute securities or other appreciated assets to a charitable lead trust.
  • The trust makes fixed annual payments to for a period of time.
  • When the trust terminates, the remaining principal is paid to your heirs.

Benefits

  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2020 PlannedGiving.com

Questions? Email Steve Katz, Publisher.

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2020 PlannedGiving.com