A charitable lead trust is a powerful tool to fulfill charitable intent while limiting gift, income, capital gains, and  estate taxes for heirs. It is the opposite of a charitable remainder trust. That is, for a number of years or during the donors lifetime, the “lead” fixed-annuity income is paid to CRMS. At the end of the term the remainder of the trust is paid to designated heirs, tax free.

For more information please contact Renee Ramge.