Charitable Trust

Conscientious people enjoy giving to worthy causes. It feels good to give, and it is the right thing to do. The question is, how can you give now in the most effective manner?

A charitable trust is a tool that can afford you tax planning advantages that are not available with ordinary charitable contributions. After you pass, your assets can go to good causes that are meaningful to you, such as nonprofit organizations, educational institutions or organizations that support the arts.

Leveraging Important Tax Advantages While Doing Good

At Janathan L. Allen, APC, we work with clients to develop charitable trusts that improve their tax position and streamline the transfer of their assets while maximizing their ability to do good. An estate planning attorney can help you realize the benefits of an irrevocable trust if your situation warrants such a trust:

  • The trust principal goes back to charity after your death
  • You obtain significant tax advantages that are unavailable with ordinary charitable contributions

Our firm can help you understand if a charitable trust, family foundation or other estate planning instrument will help you achieve your specific goals.

Contact Us

Talk to a charitable trust lawyer serving San Diego, Orange County, Los Angeles and all of Southern California. The consultation is free.

The content of this website has been prepared by Janathan L. Allen, APC for informational purposes only and should not be construed as legal advice or tax advice. The content on this website does not create or constitute an attorney-client relationship, and readers should not act upon it without the advice of an attorney, tax attorney or legal counsel. Do not rely on published legal and tax law information as a substitute for consultation with an attorney, tax attorney, CPA and/or other professional advisors. Information contained in this website may be considered advertising. Links to websites or web pages operated by third parties are provided solely as a convenience to you. Such linked sites are not under our control and we are not responsible for the contents of any linked site or any link contained in a linked site. We make no representation or warranty and assume no liability or responsibility for other websites or web pages and/or their content.