How the Middle Class Misses Out on Charitable Lead Trusts

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How the Middle Class Misses Out on Charitable Lead Trusts

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Lucas and Luna unpack a little-known estate planning tool: the charitable lead trust. Unlike its cousin the charitable remainder trust, a CLT donates income to charity for a set number of years, then passes the remaining assets to heirs — often with dramatic tax savings. Lucas explains how a family with a $10 million estate could use a CLT to reduce gift taxes by roughly 60 percent, while still supporting a cause. Luna pushes back on accessibility: these trusts typically require millions in assets and a top-tier estate attorney. The hosts debate whether this is a genuine loophole or just a reasonable tool, and touch on the middle-class implications. They also explore a real example from a 2025 estate plan involving a successful biotech founder. No fluff, just one concrete strategy and why it matters for wealth distribution. #CharitableLeadTrust #CLT #EstatePlanning #WealthTransfer #TaxStrategy #Philanthropy #MiddleClass #WealthGap #EstateTax #GiftTax #IRS #Trusts #FamilyOffice #HighNetWorth #Advisor #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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