Charitable Lead Trust

Your Goal
<ul><li>Income to charity for life or term</li><li>Avoid capital gains and estate tax</li><li>Reduced transfer cost to your heirs</li></ul>

How it Works
Annual distributions to organizations during your lifetime or for a specific term, then your family receives the remainder at substantial tax savings.

<ul><li>Gift or estate tax deduction</li><li>Reduced transfer cost to family</li><li>Organization receives immediate benefit</li></ul>

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