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Charitable Lead Trust

This is an irrevocable trust that offers useful gift and estate tax leveraging tools for charitable inclined investors.  You may choose to donate cash or a growth-oriented asset.  This type of trust is designed to pay a distribution, based on a specific formula stated in the trust, to the chosen charity for a definitive time period.  After that time period then the principal of the trust is paid to the “remainder beneficiary” that is a member of your family other than you or your spouse.

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