Charitable Lead Trust

Lead Trust Diagram

How it Works

  • You contribute securities or other appreciated assets to a charitable lead trust.
  • The trust makes fixed annual payments to Exeter for a period of time.
  • When the trust terminates, the remaining principal is paid to your heirs.

Benefits


  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to Exeter can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


Will I be able to claim an income tax deduction when I set up my charitable lead trust?

Can I name my grandchildren as beneficiaries of my charitable lead trust?

How long will my charitable lead trust last?