Charitable Lead Trust

The goal of a Charitable Lead Trust is to reduce taxes on assets left to heirs.

The benefits of a Charitable Lead Trust are:

  • Decrease size of taxable estate
  • Avoid large gift taxes
  • Support the Center while preserving trust for heirs

In order to set up a Charitable Lead Trust, create a trust that pays the Children’s Bereavement Center of South Texas yearly, then passes assets to heirs.

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