Charitable Lead Trust

Term Definition
Charitable Lead Trust
A trust established for the benefit of a charitable organization under which the charitable organization receives payment of a specified amount (at least annually) from the trust. On the death of the grantor, remainder interest in the trust passes to his or her heirs. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

Phone

Office/Fax (805) 495-2157

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362