Charitable Trusts and Private Family Foundations are an excellent way to leave a personal legacy and educate future generations about their responsibility to give something back to the community. They are also extremely effective vehicles for minimizing income taxes, capital gain taxes, gift taxes and estate taxes.

We help our clients understand the impact of using these charitable entities on their personal financial situation. We show them what combination of Trusts and Foundations can help them best reduce taxes and achieve their other personal goals.

If requested by our client, we will coordinate the necessary legal and accounting resources to help get their Trust or Foundation established.

Once established, we help our clients manage their Trust or Foundation to ensure that it does not become an administrative burden. We can help ensure that the assets are managed in the "fiduciary" manner required by law.

Our goal is to allow you to enjoy the tax and personal benefits of having a Charitable Trust and/or Private Family Foundation, without having to deal with their administrative complexities.

To learn more about how Charitable Trusts work, you can download the following 15-page (PDF) white paper by leading tax attorney Edward Dean:

Selling Your Founders Stock Tax-Free 
by using a Charitable Remainder Trust

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