Bear Market Provides Boost to a Little-Known Strategy; a Record Low Hurdle Rate

By Mike Spector

Charitable lead trusts can also be executed upon your death. But setting up one now allows you to strike when market conditions are ripe. "Your opportunity to take advantage of the depressed market value of assets and the historically low value of interest rates may have vanished by the time you die if a lead trust is created in your will," says Jeff Baskies, a partner at the law firm Katz Baskies LLC in Boca Raton, Fla.