Charitable Lead Trust

This is the inverse of a charitable remainder trust and is an irrevocable trust that generates a potential income stream for one or more charities of the donor’s choice, with the remaining assets eventually going to family members or other beneficiaries.

Important: The material presented in this website is intended only as general educational information and should not be interpreted as legal, financial or tax advice. Figures cited in examples are for hypothetical purposes only and are subject to change. We encourage you to consult your financial, tax, and/or legal advisors to obtain guidance specific to your individual situation and philanthropic goals.

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