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Planned Giving - Charitable Lead Trusts

FamilyCharitable lead trusts offer unique estate planning advantages. Income-producing assets such as stock or real estate are irrevocably transferred to a lead trust, which pays income to an organization such as Eight/KAET for a number of years.

Following the terms of the trust, the property transfers back to other individuals, typically the donor's children or grandchildren, at reduced costs, because any appreciation of the asset while it is in the lead trust is not taxed when transferred back. It is an excellent way to transfer to your heirs assets that are expected to appreciate
in value.

A charitable lead trust is good for individuals who face substantial estate and gift tax liability.







For more information about this highly specialized estate planning tool, contact

Gary McMahanGary McMahan
Associate Director,
Development

480-965-9693
gary.mcmahan@asu.edu

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