Gift Planning

Charitable Lead Trusts
(Is this gift for you?)

A non-grantor lead trust is for you if...

• You hold appreciating assets that you want to pass on to the next generation.
• You want to reduce your gift and estate taxes.
• Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.

A grantor lead trust is for you if...

• You are in a period of high income tax liability.
• You hold assets that are generating surplus income.
• You need a charitable deduction, but don't want to give up long-term control of a valuable asset.

And both versions will let you

• Direct an immediate stream of income to the Zoological Society of San Diego.

For more information

Email us, complete the personal illustration form, or call us at (619) 744-3352 so that we can assist you through every step of the process.