Grantor Lead Trust

Grantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
  2. Trustee invests and manages trust assets and makes annual payments to TNYBF
  3. Remainder transferred back to you

Benefits

  • Annual gift to TNYBF
  •  Property returned to donor at end of trust term
  •  Professional management of assets during term of trust
  •  Charitable income-tax deduction, but you are taxed on trust's annual income

More Information

Contact Us

Deborah A. Auspelmyer
Foundation Executive
dauspelmyer@tnybf.org
Phone: (518) 487-5650

 

The New York Bar Foundation
One Elk Street
Albany, NY 12207

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