Charitable Lead Trust
> A valuable estate planning tool
Benefits
A Charitable Lead Trust can greatly reduce or eliminate gift or estate
tax on trust assets passing to family members.
A Charitable Lead Trust makes annual payments to EFSC for a period
of time set by the donor then distributes the remaining assets to the
donor’s family or other named beneficiaries.
This structure provides a tax-advantaged method of supporting EFSC
for a set number of years, with a potentially significant future tax-free
distribution to family and other heirs.
Did You Know?
A Charitable Lead Trust is complex in nature and must be carefully
reviewed by the donor’s advisers to ensure that it is compatible with
their entire estate plan.
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