Lead Trusts - What To Do and Not To Do

Event Schedule
Thursday, July 28, 01:00 PM-02:30 PM
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Description:

Lead trusts offer wealthy individuals the opportunity to pass assets to their heirs at substantial tax savings while providing immediate benefits to one or more charities they care about. What's more, the very low monthly IRS discount rate has made lead trusts especially appealing during the last several years. The Fed is poised to start raising interest rates, however, creating some urgency to turn lead trust prospects into lead trust donors.

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