S2K2 Miller CLT Fund
Charitable Lead Trust fund designed for philanthropic investors seeking tax benefits and charitable impact.
Combine your charitable giving goals with sophisticated investment management and significant tax advantages.
Key Benefits
The S2K2 Miller CLT Fund offers unique advantages for charitable and estate planning.
Tax Benefits
Significant tax advantages through charitable lead trust structure with potential estate tax savings.
Charitable Impact
Support your favorite charities while maintaining investment returns and tax benefits.
Estate Planning
Effective estate planning tool for transferring wealth to future generations.
Flexible Terms
Customizable trust terms to meet your specific charitable and financial goals.
How It Works
Our Charitable Lead Trust process is designed to be simple and transparent.
Trust Creation
Establish a charitable lead trust with S2K2 TRUST as trustee and your chosen charity as beneficiary.
Asset Transfer
Transfer assets to the trust, receiving immediate tax benefits and charitable deduction.
Charitable Distributions
Trust makes annual distributions to charity while investing remaining assets for growth.
Asset Return
After trust term, remaining assets return to you or your designated beneficiaries.
Tax Benefits
Significant tax advantages through the charitable lead trust structure.
Immediate Deduction
Receive an immediate charitable income tax deduction for the present value of the charitable lead interest.
Estate Tax Reduction
Assets transferred to the trust are removed from your taxable estate, potentially reducing estate taxes.
Growth Tax-Free
Assets in the trust grow tax-free during the charitable lead period, maximizing investment returns.
Ready to Create Your Charitable Legacy?
Contact our team to learn more about the S2K2 Miller CLT Fund and how it can benefit your charitable and estate planning goals.