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.
Who can be the Trustee of the CRT?
The choices include the following:
– you, with careful planning and administration,
– a child, close family member, friend, or trusted advisor of yours,
– the charity, in many cases, or,
– a trust company.
The trustee invests the CRT assets, distributes the payout to you, files the annual tax returns for the CRT, and in general runs the CRT. The trustee has full power to change the CRT assets.
It is our privilege to guide clients through estate planning decisions
