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Holistic Planning

Whether the primary object of a family's charitable giving is a private foundation, supporting organization, donor advised fund or specific public charity, the family's income tax and estate planning goals may be significantly enhanced by financing the entity through charitable trusts whether they be CLATs, CLUTs, CRATs or CRUTs (charitable lead annuity trusts, charitable lead unitrusts, charitable

Whether the primary object of a family's charitable giving is a private foundation, supporting organization, donor advised fund or specific public charity, the family's income tax and estate planning goals may be significantly enhanced by financing the entity through charitable trusts — whether they be CLATs, CLUTs, CRATs or CRUTs (charitable lead annuity trusts, charitable lead unitrusts, charitable remainder annuity trusts or charitable remainder unitrusts).

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