Lead Trusts
KTEH Now a Service of Northern California Public Broadcasting (NCPB)
A charitable lead trust offers unique estate planning advantages. Income-producing assets such as stock or real estate are irrevocably transferred to a lead trust, which pays income to an organization like NCPB for a number of years. Following the term of the trust, the property transfers back to other individuals - typically the donor's children or grandchildren - at reduced costs, because appreciation of the asset while it is in the lead trust is not taxed when transferred back. This is an excellent way to transfer to your heirs assets that are expected to appreciate in value.
A charitable lead trust can work well for individuals who face substantial estate and gift tax liability. For more information about this specialized estate planning tool, contact us at legacy@kteh.org or (408) 379-5400.
Go to the Endowment page to find out how your legacy gift can live on...
