A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider. CLTs provide clients with the flexibility to contribute to their favorite public charities, public foundations or personal donor advised fund on an annual basis, while preserving a portion of their wealth for individual beneficiaries. In additiona, CLTs can be receptacles for a variety of assets and may be drafted in a manner that provides specific tax benefits favorable to the client. . | Presented By:
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| Our Speakers
Jaclyn O'Leary
Associate
Day Pitney LLP
Jennifer M. Pagnillo
Partner
Day Pitney LLP
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