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Charitable Lead Trusts
(Is this gift for you?)
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.
For more information
Email us, complete the personal illustration form, or call us at 312.294.3111 so that we can assist you through every step of the process.
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