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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.

BENEFITS OF A CHARITABLE LEAD TRUST

Receive a gift or estate tax charitable deduction

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

  1. You make a contribution of your property to fund a trust that pays The Village at Incarnate Word income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

CONTACT US

If you have any questions about charitable lead trusts, pleaseĀ contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.