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Lead Trusts

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A charitable lead trust can work well for high net worth individuals who face substantial estate and gift tax liability. Income-producing assets such as stock or real estate are irrevocably transferred to a lead trust, which pays income to an organization like KQED 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.

For more information about this specialized estate planning tool, see our July 2012 Gift Planning Tip and contact us at legacy@kqed.org or (415) 553-2230.

Go to the Endowment page to find out how your legacy gift can live on…

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