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Charper1841
Level 3
March 11, 2025

Step up in basis on stock held within Charitable Lead Trust

  • March 11, 2025
  • 0 replies
  • 6 views

I have a charitable lead trust that has both a husband and wife as trustees.  The CLT includes stock and an investment account.  The wife passed away this year.  My question is does the CLT investment account get a step up in cost basis on the stocks held?

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