Charitable Lead Trusts
Support for a Cause Now, Support for Beneficiaries Later
A Charitable Lead Trust allows you to pass assets to your children or grandchildren with minimum gift and estate tax liability and to simultaneously build a fund that supports a cause that matters to you.
The trust shelters investment earnings from tax and offers gift, estate, and generation-skipping tax benefits. You may also capture future gift tax deductions.
When the trust’s final assets are transferred to beneficiaries, there are often significant transfer-tax savings.
An attorney explains the benefits of Charitable Lead Trusts.
Run a Gift Illustration with Fixed Income