Heard on the Web: Giving Smarter While Helping Your Estate

Heard on the Web: Giving Smarter While Helping Your Estate

News story posted in Charitable Lead Trust on 11 February 2009| 1 comments
audience: National Publication | last updated: 18 May 2011


Writing in the February 10, 2009 edition of The Wall Street Journal, Mike Spector suggests that although investors aren't in a giving mood these days, the deepening recession and a low hurdle rate presents a rare opportunity for some people: the charitable lead trust.

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Accuracy of article

I disagree with the author's statement that for lead unitrusts, the "percentage going to charity gobbles up and more and more money, leaving less for heirs." Annuity lead trusts could actually leave heirs less money as well if a high percentage payout is chosen. This all depends on investment performance and the payout rate chosen. Also, it's not true that the donor gets an income tax deduction for either trust; the donor gets a deduction only if it's a grantor lead trust.

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