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Contact your estate planning attorney and tax professionals for legal and tax advice for employing this—or any—charitable strategy.
- Calculate how a charitable lead annuity trust or a charitable lead unitrust could benefit you.
- Learn more about growing your assets without growing your heirs' tax bills.
- Contact Michael Mulryan at 714.879.3901 x2323 or mdmulryan@hiu.edu with any questions you have, or to arrange an appointment to discuss the benefits of a charitable lead trust with Hope International University.
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Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
