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Charitable Lead Trust A charitable 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.
- You are looking for techniques that will give your family more of your estate over a longer period of time.
- You want your gift to provide a stream of income to us.
More To learn more about Charitable Lead Trusts, Email us, complete the Information Request form, or call us at (317) 931-2313 so that we can assist you. Contact: Wayne Pruner Director of Planned Giving Phone: (317) 931-2313 Email: wpruner@cts.edu |