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Charitable Lead Trusts
(Is this gift for you?)

A non-grantor lead trust is for you if...

  • You hold appreciating assets that you want to pass on to the next generation.
  • You want to reduce your gift and estate taxes.
  • Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.

A grantor lead trust is for you if...

  • You are in a period of high income tax liability.
  • You hold assets that are generating surplus income.
  • You need a charitable deduction, but don't want to give up long-term control of a valuable asset.

And both versions will let you

  • Direct an immediate stream of income to NPCA.

For more information

Email us, complete the personal illustration form, or call us toll free at 1.877.468.5775 so that we can assist you through every step of the process.