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Charitable Lead Trust Mr. and Mrs. Client. $2 million Donor. Assets. 3%. Charitable Lead Trust 9%. Charity $60,000 per year. 25. years. $11 million + with no estate tax or gift tax!!!.
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Charitable Lead Trust Mr. and Mrs. Client $2 million Donor Assets 3% Charitable Lead Trust 9% Charity $60,000 per year 25 years $11 million + with no estate tax or gift tax!!!