Charitable Trusts

Charitable Lead Trusts, Charitable Remainder Trusts, & Retained Life Estates


These options can be tailored to the specific needs and interests of the donor and his or her family, and offer varying benefits during the life of the donor as well as income and estate tax reductions.

Contact your accountant, attorney, and/or estate planner for assistance in making the decision to establish a Charitable Lead Trust, Charitable Remainder Trust, and/or Retained Life Estates.