Charitable Lead Trust (CLT)

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CHARITABLE LEAD TRUST (CLT)
Charity (-ies)
Income
Beneficiary During
Your Lifetime
Upon death,
Heirs receive
residual of trust
assets
Interest
Payments
from Trust
Heirs or
named
beneficiaries
Income paid to the charity each year during the life of the trust
When the trust terminates, the assets in the trust revert to the donor or to individuals the donor wishes to benefit
Preferential tax treatment through current income tax deductions and a reduction of capital gains taxes