Charitable

What is a Charitable Trust?

A charitable trust allows you to leave a legacy that benefits your interests or beliefs while providing important tax benefits to you, both immediately and in the future.

Charitable Lead Trust vs. Charitable Remainder Trust

There are two types of charitable trusts, both of which provide potential tax benefits in different ways. The first sees the charity paid first from the estate with the remainder going to beneficiaries (lead trust), and a second sees the charity paid after other beneficiaries have received payments from the estate. Payments may be a fixed amount, annuity trust, or a percentage of principle (remainder trust).

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  • Highlands Ranch
  • Windsor
This summary of Elder Law services was prepared by Stone Law, LLC and is intended to give general information, not specific legal advice. For more information, contact Stone Law at 877-897-6591.

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