Charitable Lead Trusts: Reduce Estate Taxes While Supporting Charity

If you have a large estate and want to support causes you care about while potentially reducing taxes for your children, a Charitable Lead Trust (CLT) may be worth exploring.In this episode, Tony Leonardi, CFP®, breaks down how Charitable Lead Trusts work, who they’re best suited for, and how they can help reduce the taxable value of assets passed to the next generation.You’ll learn:How a CLT flips the traditional trust structure — paying charity first, then passing remaining assets to your heirsA realistic example of a $42 million estate and how a CLT couldpotentially save $2M – $3.5M+ in estate taxesKey advantages, risks, and important considerations before moving forwardWhy this strategy is mainly an estate tax tool (not an income tax tool)This is an advanced planning strategy — not for everyone — but it can bevery powerful for the right family.Timestamps: 00:00 – Introduction to Charitable Lead Trusts 01:45 – How a CLT Works03:20 – Real Example: $42 Million Estate 06:10 – Potential Tax SavingsBreakdown 09:30 – Important Risks & Considerations 12:15 – Who ThisStrategy May Be Right For 14:00 – Next Steps & Smart Retirement Model OfferIf you're concerned about estate taxes and want to explore smarter ways to support charity while protecting your legacy, this episode is for you.👉 Ready to see how strategies like thiscould impact your plan? Book a complimentary 15-minute call and I’ll build yourSmart Retirement Model at no cost or obligation: →LeonardiFamilyWealthcare.comFree Resources: • Smart Tax Shield Legacy Playbook → • Roth IRA ConversionPlaybook 2026 → LeonardiFamilyWealthcare.com#CharitableLeadTrust #EstateTaxPlanning #LegacyPlanning#RetirementPlanning #TaxStrategy #CFP