It's called a charitable lead trust.
- You place assets in a trust for
a number of years. You select the time frame.
- During that period, we receive
income from the trust. You select the payout
percentage.
- At the end of the trust, control
of the assets passes to your family.
- Although you do not receive an
income tax deduction, you are able to preserve
your estate and minimize transfer taxes.
This arrangement may be right for you if:
- You have assets you wish to pass
to family, and you expect those assets to appreciate
in the future.
- You have a taxable estate and
wish to maximize your available exemptions.
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