Jun 1, 2012

A Practical Look at Charitable Lead Trusts

Jane Peebles penned an article entitled, “A Practical Look At Charitable Lead Trusts,” which outlines how the use of charitable lead trusts (CLTs) can provide benefits for wealthy individuals while preserving assets for their families. The article identifies the basic types and requirements of a CLT, when the method should be considered, and aspects to be mindful of when transferring various assets into the trusts. Jane continues to outline how a CLT can be beneficial in leveraging generation-skipping transfer tax exemptions, and in some cases can even leave future generations with greater assets, when properly instituted.

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