Nongrantor Lead Trust

 

 

How It Works

1. Create trust agreement outlining terms of the trust—usually for a term of years
2. Transfer cash or other property to trustee
3. Trustee invests and manages trust assets
4. Trustee makes annual payments to the ESU Foundation
5. Remainder transferred to your heirs

 

Benefits

• Annual gift to the ESU Foundation
• Future gift to heirs at fraction of property's value
• Professional management of assets during term of trust
• No charitable deduction, but donor not taxed on annual income

 

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift

 

 

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