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.
What assets most often trigger the need for a CRT?
Those that have appreciated quite a bit since you acquired them. They typically include stocks, bonds, mutual funds, and real estate.
Real estate is particularly popular because a CRT is the only way to sell real estate and get out of the burden of having to continue to manage it without paying taxes on capital gains.
The best real properties for a CRT are those with little or no debt on them.
It is our privilege to guide clients through estate planning decisions
