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Articles Posted in Charitable Lead Annuity Trust

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Charitable Lead Trusts in Houston

Selecting the right legal instrument for a charitable donation can help ensure that your good deed goes unpunished. One effective but lesser-known instrument for charitable donations is the charitable lead trust (CLT). Donors can set up this type of trust in Houston to provide a stream of income to a…

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Does This Letter Ruling Impact Your Charitable Lead Annuity Trust?

Estate planning attorneys and CPAs all keep an eye on letter rulings to see if IRS decisions have any bearing on their own client’s situations. In this case, a taxpayer is setting up a revocable trust and wants to use a Charitable Lead Annuity Trust known as a CLAT. A…

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