Newsletters
Use of a Charitable Lead Trust (CLT)
November 30, 2023
Like a Charitable Remainder Trust, a Charitable Lead Trust can be created when the client/donor contributes appreciated property to the trust. And like a CRT, a CLT can accept any type of property, such as cash, stocks, bonds, real estate, etc. However, while a CRT makes annual payments to the Donor and then distributes the trust assets to the designated charities upon the Donor’s death; a CLT makes annual contributions to the Donor designat- ed charities until the death of the donor and then distributes the remaining assets to the individual beneficiaries selected by the donor.
Read MoreUse of Charitable Remainder TrustVersus Donor Advised Funds
September 12, 2023
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Read More“The Legacy Digest” 1Q 2023 – Using LIFE INSURANCE to create your Legacy
February 28, 2023
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Read More“The Legacy Digest” Fall 2022 – What is a Donor Advised Fund?
November 28, 2022
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