Charitable Lead Trusts.Ppt
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The silver lining of the down markets is the CLT which fasilitates the transfer of assets with a substantial gift and estate tax reduction.
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Charitable Lead Trusts.Ppt
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Editor's Notes
- Good morning… James invited me to speak to you today about an underutilized estate planning technique called a Charitable Lead Trust. The Charitable Lead Trust allows you to get appreciated assets to your beneficiaries while leveraging your estate and gift tax credits, and benefiting charity in the meantime.