Tag: Charitable Lead Annuity Trusts
19
May
Technical Update: New Flexibility for Charitable Lead Annuity Trusts
Charitable lead trusts (CLTs) are highly effective tools for specific client situations, particularly when balancing significant charitable intent with tax-efficient wealth transfer. The community foundation frequently partners with advisors to establish donor-advised funds (DAFs) as the income beneficiary of a client’s Charitable Lead Annuity Trust (CLAT). Recent developments have brought renewed attention to the flexibility of these vehicles: IRS Private
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641-236-5518
P.O. Box 344, 1510 Penrose StreetGrinnell, IA 50112
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