This handout is designed to illustrate the use of Family Charitable Remainder Trusts for income tax and estate tax planning and to answer some questions you may have with regard to its use. Read more

This handout is designed to illustrate the use of an Intentionally Defective Grantor Trust (“DGT”) in an estate planning context and answer some questions you may have with regard to its use. Read more

This handout is designed to illustrate the use of a Private Foundation (“Foundation”) and answer some questions you may have with regard to its use. Read more

This handout is designed to illustrate the use of Charitable Remainder Trusts for income tax and estate tax planning and to answer some questions you may have with regard to its use. Read more