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What’s a Legacy Income Trust?What’s a Legacy Income Trust?

Brian C. Smith, Executive Director with Eaton Vance, explains the benefits of Legacy Income Trusts as a charitable giving and estate planning tool.

December 17, 2024

 

In this video, Brian C. Smith talks about the Legacy Income Trust as a tax-efficient charitable giving vehicle that offers lifetime income and significant tax benefits. By utilizing appreciated assets, donors can avoid capital gains taxes and receive substantial tax deductions.