How Does a Charitable Trust Work?

January 21, 2021
Bill O’Leary, Esq.
Charity, Elder Law, Estate Planning

While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.

April 2, 2020
Bill O’Leary, Esq.
Charity, Estate Planning

Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.

June 20, 2019
Bill O’Leary, Esq.
Estate Planning

Trusts fall into one of two main categories. The first category is composed of those that are established while the grantor (one who establishes the trust) is alive and are termed inter vivos (while living) trusts.

Charitable Remainder Trusts

How Does a Charitable Trust Work?

Charitable Giving and Your Estate Plan

What You Need to Know about Trusts for Estate Planning