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 should consider a Charitable Remainder Trust?
- If you want to or must sell a capital asset, such as real estate or stock, and will incur a large capital gain and so pay a large amount of income tax;
- ‘You have already named or are considering naming your favorite charity(ies) to receive a significant amount under your living trust or will; or
- You have no children and do not know to whom to give your estate.
It is our privilege to guide clients through estate planning decisions
