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DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

FromThompson & Associates


DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

FromThompson & Associates

ratings:
Length:
6 minutes
Released:
Jul 3, 2014
Format:
Podcast episode

Description

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President of Legal Services, Bill Gustoff, JD, FCEP, as they discuss a powerful, and under utilized, planning technique, called Charitable Lead Trusts. In this podcast, they will cover the following points, and more:1. What is a Charitable Lead Trust (CLT)?2. Do you have to be wealthy to setup a CLT?3. Can you use the income out of a CLT to satisfy long-term capital campaign pledges?4. What are different types of CLTs and how do they work?5. What are Grantor and Non-Grantor trusts?6. Are there any advantages in reducing, or avoiding, Generation Skipping Tax by using a CLT?7. If an asset is in a CLT, can beneficiaries enjoy the growth? Or, are they liable for Capital Gains Tax?DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.www.ceplan.com
Released:
Jul 3, 2014
Format:
Podcast episode

Titles in the series (99)

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.