Kirsten Wolff presents “Charitable Lead Trusts: Fundamentals and Planning Opportunities” at the Northern California Planned Giving Council’s Planning in Practice & Luncheon Event

September 7, San Francisco

Charitable Lead Trusts (CLT) are perhaps less well-known than their famous cousin, the charitable remainder trust. Nevertheless, CLTs are a useful tool in many planning situations. This program will cover the fundamentals regarding the structure of and requirements for CLTs as well as detailed case studies to showcase the favorable economic results that CLTs can produce.