Charitable Remainder Trusts and other charitable trusts used for generating significant tax benefits while helping your favorite charity can seem complicated and difficult to administer. We can help you understand how they work and choose the best alternative for your specific situation.
If you donít want to be the trustee, but donít want to use the charity as the trustee, either for privacy or investment strategy reasons, we have people you can name as the trustee.† This gives you and the beneficiaries a friendly human being who will distribute the checks, make investment decisions and prepare the year end tax reports in a timely manner, and be available to answer questions as they arise.
Who Needs This Service?
Organizations receiving the gifts or individuals donating gifts may need our assistance in administering the trust activity as well as preparing the annual returns.
Benefits to Our Clients
2210 E. Route 66, Suite 100, Glendora, CA 91740 | Tel. 626.857.7300 | Fax 626.857.7302