Charitable Lead Trust

With a charitable lead trust, you can pass assets to your family with significant estate tax savings while making a gift to the American Truck Historical Society.  After ATHS receives income from assets in the trust for a period of years, the principle goes to your selected loved ones, with estate or gift taxes usually reduced or even eliminated.

The lead trust is an exceptional way to transfer property to your children or other heirs at minimal tax cost. It is ideal if you are willing to forgo investment income on an asset but do not want to have estate taxes reduce the principal passed to heirs.