Understanding Testamentary Charitable Lead Trusts

Part V of VI: Charitable Giving Designed To Enhance Non-Charitable Goals: Understanding Testamentary Charitable Lead Trusts By Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy and Bob Schneider, CFP®, RICP®, Senior Vice President, Wealth AdvisorQ3 2020 hedge fund letters, conferences and moreThis is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a…

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HEDGE accordingly