Charitable Trusts

Effective Estate Planning Options to Protect Your Legacy. Call (888) 595-5088!

There are many reasons to incorporate charitable trusts into your estate plan. You may be philanthropically minded, you may wish to leave a legacy, you may be interested in the charitable deduction on rapidly appreciating assets without incurring income tax, or a combination these goals. Charitable trusts can be structured in various ways to provide both current and future benefits. The international estate planning team at Castro & Co. can explain the options available and how these options can be integrated into your overall estate plan.

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We Can Help Determine the Best Option for You

Two of the most common types of charitable trusts are charitable lead trusts and charitable remainder trusts. These two categories are further broken down into more specific categories depending on how the distributions from the trusts are structured.

  • Charitable remainder trusts (CRT) are trusts that benefit your beneficiaries with a current income stream; after a specified period of time or upon their passing, ownership of the assets in the trust then vests in a charity.
  • A charitable lead trust (CLT) is a trust that benefits the charity with a current income stream; after a specified period of time, ownership of the assets in the trust then vests in the beneficiaries, typically the children or grandchildren.

If you would like to talk with our International Estate Planning team about how charitable trusts might work into your estate plan contact us today at (888) 595-5088.

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