Charitable Lead Trusts
(Is this gift for you?)
A non-grantor lead trust is for you if...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
A grantor lead trust is for you if...
- You are in a period of high income tax liability.
- You hold assets that are generating surplus income.
- You need a charitable deduction, but don't want to give up long-term control of a valuable asset.
And both versions will let you
- Direct an immediate stream of income to Woodland Healthcare.