Charitable Lead Trust Information Session
Charitable Lead Trust Information Session :
How to enjoy significant gift and estate tax savings while benefiting your favorite charitable causes
Thursday, November 12, 2020
7-7:45 pm Eastern
via Zoom (link provided after registration below)
This informational session will introduce you to the Charitable Lead Trust, a wealth transfer strategy that offers donors many valuable benefits including:
1) reducing your tax burden
2) fulfilling your philanthropic goals
3) providing assets to your heirs with no estate tax
Please join us to learn more.
Sponsored by IYRS.
Todd Mayo - Executive Director, Senior Wealth Strategist | UBS
Jamie Hilton - Senior Vice President, Wealth Management & Private Wealth Advisor | The Hilton Group - UBS Private Wealth Management