12 min listen
DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP
DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP
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)
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