You place assets in trust for a number of years. You select the time frame.
During that period, we receive income from the trust. You select the payout percentage. You receive an income tax deduction.
At the end of the trust, control of the assets reverts back to you.
This arrangement may be right for you if:
You have a large amount of income in one year, or
You are in a high income tax bracket and can afford to give up control of an asset temporarily.
The Lawrenceville School
Office of Planned Giving 2500 Main Street, Hogate Hall or PO Box 6125 Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org