Senior man and woman signing a document

Life Income Trusts

Unique Gifts with Real Impact

Senior man and woman signing a document

Charitable Remainder Trust

Charitable Lead Trust

What to Consider

  • A charitable lead trust is fully taxable; the trust pays both income and capital gains taxes, unlike the charitable reminder trust that is tax exempt. You can make a charitable income tax deduction if you are taxed on the trust income.
  • A charitable lead trust reduces or cuts the gift tax cost of transferring wealth to children or grandchildren and gives appreciated property to heirs without further gift or estate tax liability. You can set up a charitable lead trust during your lifetime or by a provision in your will. 

Tax ID:  52-1640402

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor to determine what is best for your personal circumstances. 

Contact Information

Please contact Tamara Sperling for more information.