Jean Gordon Carter, Michele McKinnon, and Bradley Ridlehoover (McGuireWoods LLP): Charitable Lead Annuity Trusts: Planning Opportunities in Today’s Low-Interest-Rate Environment (February 12, 2021)

Jean Gordon CarterMichele McKinnon, and Bradley Ridlehoover, of McGuireWoods LLP, have made available for download their article, Charitable Lead Annuity Trusts: Planning Opportunities in Today’s Low-Interest-Rate Environment, published in JDSUPRA. The abstract is as follows:

As the pandemic continues to hinder nonprofits’ ability to fundraise effectively and connect with supportive donors, a charitable lead annuity trust can be a vehicle to provide immediate and ongoing funding to charities, as well as estate or gift tax benefits to donors. This opportunity arises as a result of the historically low rates used to value the interests in these split-interest trusts.

Click here to view Jean Gordon Carter, Michele McKinnon, and Bradley Ridlehoover’s summary of Charitable Lead Annuity Trusts: Planning Opportunities in Today’s Low-Interest-Rate Environment

Posted by Jessica Ji, Associate Editor, Wealth Strategies Journal.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s