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A charitable lead trust presents an ideal solution for transferring substantial assets to one's heirs while avoiding gift or estate taxes. Income from the assets is distributed to Opera Pacific for a fixed period of time (typically 10 to 20 years), after which the assets become available again to the donor, the heirs or others, free of gift or estate taxes.
Assets most suitable for a lead trust are those that are likely to appreciate substantially over the life of the trust such as stocks, bonds or income-producing real estate.
Charitable lead trusts are often used to pass very valuable properties to children or grandchildren at virtually no cost.
If you would like to join the VISSI D'ARTE Society or would like further information on planned giving, please contact:
Development
714-830-6340
development@operapacific.org
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