Transfer wealth to your heirs and support Graceland
A Charitable Lead Trust allows you to make a future transfer of wealth to your heirs, while substantially reducing estate and gift taxes, and provide an income stream to Graceland for a specific number of years.
How Graceland benefits
During a specified number of years, a fixed or variable income is paid to Graceland, depending on the type of trust created. You may designate how your gift is used at Graceland.
How your heirs benefit
At the end of the trust term, the assets are passed to your heirs, or to a trust for their benefit.
How you save taxes
You receive a charitable tax deduction for the current value of the annual income payments to Graceland during the term of the trust. Any appreciation of the trust assets over the term of the trust is not subject to gift or estate tax.
How you can establish a Charitable Lead Trust
You can establish a Charitable Lead Trust with publicly traded securities, mutual funds, closely held stock, income producing real estate, partnership interests, or a combination of the above. Typically, a lead trust is most effective for high-net-worth individuals who wish to fund the trust with assets valued at $500,000 or more.
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