As a Ventura County estate planning law firm specializing in charitable trusts, our firm commonly recieves questions about the details of charitable trusts. We have a team of experts with the legal knowledge to answer questions about the process of setting up a charitable trust, and what the benefits of proper estate planning can be.
Our firm can provide expert legal services as estate planning attorneys. We are a Southern California based law firm in business since 1985. We specialize in charitable trusts and estate planning matters.
To learn more about charitable trusts, or if you would like a free consultation to learn if a charitable trust is right for you, please do not hesitate to contact us at (805) 482-2282, or e-mail us.
How about the estate tax and the CRT?
The next major aspect of the CRT is estate and gift taxation. In fact, charitable estate planning often focuses in this area. If you and your spouse are the only beneficiaries of the CRT, the value of the CRT assets is effectively excluded from your estate for estate tax purposes, and so escapes estate tax.
On the other hand, if the CRT itself provides benefits for any other individuals, such as your children, then the result may differ somewhat and so should be considered in the analysis.
It is our privilege to guide clients through estate planning decisions
