Make a Gift – and Leave More for Your Family

This article on charitable lead trusts details their usefulness in estate and family wealth planning without burdening the reader with dense tax and gift-detail technical jargon.

The article highlights benefits, especially a lead trust’s ability to shelter growing assets for heirs. If you have entrepreneurs or family business owners among your prospects, target this communication to them!

Also included is sidebar text on the income-tax benefits of a grantor CLT, a lead trust that reverts to the donor.

How the copy is structured:

• Introduction
• Charitable Lead Trust (CLT) Definition
• Reduction of Heirs’ Tax Burden
• Planning Points
• Sidebar: Concerned About High Income Tax Liability?