Charitable Trust Planning: Share your Wealth and Defer Capital Gains


High-net-worth individuals who are exploring charitable giving have many different options, but charitable remainder trusts and charitable lead trusts are two straightforward planning vehicles that will help them realize their giving aspirations among other benefits, including deferring long-term capital gains. While there is no wrong time to explore charitable giving options, with the capital gains rate expected to rise, these types of trusts become even more attractive.

This content is available to FOX Members only.