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Charitable Lead Trusts

Financial planning toolsThe Charitable Lead Trust temporarily provides current income for a pre-selected term of years or the donor's lifetime to a charity with the assets passing back to the donor or his/her heirs at the end of the trust term or the death of the donor.  The donor makes an irrevocable, significant, current gift today and reduces or eliminates potential estate or gift taxes which might be due on the assets which will ultimately pass to their family. A Charitable Lead Trust is generally used by individuals in a high estate and gift tax bracket who do not currently need the resources or any income they might generate.

If you would like to discuss the benefits of a Charitable Lead Trust please contact a staff member.