Charitable Lead Trusts

A charitable 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.
  
• You are looking for techniques that will give your family more of your estate over a longer period of time.
  
• You want your gift to provide a stream of income to us.
  

More

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• Read more detail. Click here.

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you.