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How It Works |  You contribute cash, securities or other property to a trust.
| |  The trust makes fixed annual payments to RTS for a specified term of years.
| |  When the trust ends, the remaining principal goes to your heirs.
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Benefits - You qualify for a gift tax deduction for the present value of the annuity payments to RTS.
- You can adjust the annuity payments and the term of the trust to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
- All appreciation that takes place in the trust goes tax-free to your heirs.
- You can use your available estate tax credit ($1.5 million per person in 2004; $2.0 million per person beginning in 2006) to further reduce taxes on transfers to your heirs.
- You can have the satisfaction of making a significant gift to RTS now that reduces the taxes due on transfers to your heirs later.
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To learn more about Charitable Lead Trusts, Email us, complete the Information Request form, or call us at so that we can assist you.
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