Charitable Lead Trust Inquiry Name(Required) First Last Email Address(Required)Phone(Required)What are your objectives for a trust? Accelerate charitable deduction to current year of large income. Reduce or eliminate gift and estate tax on estate over exclusion amount. Fully (100%) deduct future investment income. How large is your current estate and your anticipated ending estate?What is your anticipated annual income this year or the future year you want to found the trust?What is your anticipated total annual income for the next several years?What is the anticipated amount of investment income you want to contribute annually for the next several years?CAPTCHACommentsThis field is for validation purposes and should be left unchanged.
