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 HATF 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 HATF 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 and must be carefully reviewed by the donor’s advisors to ensure it is compatible with their entire estate plan.