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Charitable Trust

Charitable Trust and Estate Planning Attorney in San Diego

There are many reasons for a charitable trust in San Diego and throughout the United States. 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 an estate planning tool which 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.

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Leveraging Important Tax Advantages While Doing Good

At Janathan L. Allen, APC, we work with clients to develop a charitable trust which will 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.



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Contact Us To Learn More About Allen Barron's Services

For more information or to discuss your tax, legal and accounting needs contact Allen Barron or call 866-631-3470 for a free and confidential initial consultation. Learn about the importance of integrated business strategy and coordination across legal, tax and accounting systems.

Offices of Allen Barron, Inc.

Main Office

16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
Phone: 858-304-0947
Phone: 866-631-3470
Fax: 858-376-1410

San Diego Office

5720 Oberlin Drive
San Diego, CA 92121
Phone: 866-631-3470
Fax: 760-741-1410

Las Vegas Office

333 South Sixth Street, Suite 230
Las Vegas, NV 89101
Phone: 702-749-4430
Fax: 702-933-1748

San Diego Office

750 B Street, Suite 2610
San Diego, CA 92101
Phone: 619-702-8356
Fax: 619-923-8356

San Francisco Office

300 Montgomery Street, Suite 410
San Francisco, CA 94101
Phone: 415-481-0475
Fax: 415-762-1539

Phoenix Office

40 North Central Avenue
Phoenix, AZ 85004
Phone: 602-903-7018
Fax: 602-357-1655