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Action Items
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 Julia Wheeler at 909-593-3511 x4686 or planwithulv@laverne.edu with any questions you have, or to arrange an appointment to discuss the benefits of a charitable lead trust with University of La Verne.
Your Next Steps
Getting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items
Getting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items
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.
