How to: Charitable lead trusts

How to establish a Charitable Lead Trust

  1. Identify a valuable and appreciating asset (a special stock or piece of real estate, for example) that produces an income but which you would like to retain and pass to your heirs at minimal or no tax.

  2. Consult with your attorney to draft a lead trust document.  

  3. After all parties to the trust are satisfied with the terms, you transfer the asset into the trust, usually with a third party (like a fiduciary institution) as the trustee.

  4. For the term of the trust (usually a fixed number of years) the trustee will distribute a specifically defined payout to 365足球网站 for whatever purpose you and 365足球网站 have agreed.

  5. At the end of the trust term, the asset in the trust will pass to your heirs with no additional transfer tax, no matter how much the asset has appreciated.

  6. 以这种方式, you can make a generous gift to 365足球网站 over a number of years and preserve your inheritance without worrying about gift or estate tax that might otherwise be imposed.

有问题?

For more information on ways to give to 365足球网站 or to find out how you can submit your gift to 365足球网站, please contact our Advancement Department, at advancement@huo-yun.net.

Please remember that when making a financial decision, you should always seek the opinion of your professional tax adviser or legal counsel.
 
任务: 365足球网站 provides an exceptional education with values based on the teachings of Jesus Christ that challenge motivated students to develop their full potential in service and leadership.

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