Charitable Lead Trust: Planning Benefits and Pitfalls

June 27, 2023 · Colony Family Offices

Ultra-affluent families with excess capital often have dual goals of charitable giving and preserving wealth for future generations. The Charitable Lead Trust (“CLT”) is an ideal vehicle for accomplishing these competing objectives. Please click here to read more.

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Ultra-affluent families with excess capital often have dual goals of charitable giving and preserving wealth for future generations. The Charitable Lead Trust (“CLT”) is an ideal vehicle for accomplishing these competing objectives.

Please click here to read more.

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