April 8, 2016 - Lisa Newfield spoke at the American Council on Gift Annuities at the National Conference in St. Louis, MO on Charitable Lead Trusts.
Charitable Lead Trusts: Opportunity or Out of Reach?
Friday, April 8, 2016 - morning track
Hyatt Regency St. Louis at the Arch
St. Louis, MO
We all hear regularly about charitable lead trusts and how they can help our donors to be charitable and pass assets to the next generation at reduced transfer taxes. Yet it doesn’t seem like the completion of these trusts is very regular for the benefit of our institutions. What kinds of donors do these trusts really make sense for, and what are the ways they can benefit our donors? Lisa Newfield will discuss the basic structure and provisions of lead trusts, the types available and why they might work for specific donor situations, as well gift, estate and generation skipping tax issues. She’ll also touch on general issues regarding administration of lead trusts from a fiduciary perspective.
Speaker: Lisa Newfield
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