Charitable Lead Trust (for Family)
If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.
Charitable Lead Trust
Property
Lead Trust
Income to HCH
Trust to Family
Benefits of a charitable lead trust
- You may receive a gift or estate tax charitable deduction
- You may pass inheritance on to family at a reduced or zero cost
- Establish a vehicle from which you can make annual gifts to charity
How a charitable lead trust works
- You make a contribution of your property to fund a trust that pays LifeSpan income for a number of years.
- You may receive a gift or estate tax deduction at the time of your gift.
- After a period of time, your family receives the trust assets plus any additional growth in value.
Contact your financial advisor with any questions