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Setting up Charitable Trusts and Foundations

There are many tax and management implications to establishing charitable trusts and foundations. Charitable Remainder Trusts produce current income and a tax deduction for the donor. Charitable Lead Trusts are useful for reducing eventual estate taxes. Private Foundations come with unique restrictions on investments and the challenge of providing for management after the donor has passed away or withdrawn from management. We work closely with you and your advisors to design and manage the appropriate charitable structures.