Do you want to benefit from the tax savings that result from supporting DSJ, yet you don’t want to give up any assets that you’d like your family to receive someday? You can have it both ways with a.
There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to DSJ and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust’s assets go up in value, for example, the payments to DSJ go up as well.
Submit a few details and see how a charitable lead trust can benefit you.
Contact Joe Naylor at (408) 983-0244 or email@example.com for additional information on commercial annuities.
Seek the advice of your financial or legal advisor.
If you include DSJ in your plans, please use our legal name and federal tax ID.
Legal Name: (LegalName)
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.