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.

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

Contact to a San Diego charitable trust lawyer or call us for a free consultation at 866-631-3470.

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