Estates, Gifts, and Trusts Video
Charitable Lead and Remainder Trusts
Moving beyond the basics of charitable trusts, we’ll explore the specific features of remainder and lead trusts. These irrevocable instruments offer distinct charitable giving models, with remainder trusts focusing on income for the grantor followed by a charitable gift, and lead trusts prioritizing charitable contributions before beneficiary distribution.
Estate Planning Services
Building upon the foundational estate planning principles, we refine your plan to ensure it’s uniquely tailored to your family’s situation. Our team, working with your legal advisors, focuses on minimizing tax impacts and offers comprehensive compliance for trusts, estates, and gifts.
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Strategic Giving: Charitable Remainder Trusts Explained. Learn how to integrate charitable giving into your estate plan with a charitable remainder trust. Explore the financial and philanthropic advantages.
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Demystify gifting and trusts for effective estate planning, this video series provides comprehensive guidance on asset protection, tax minimization, and navigating the current landscape of IRS regulations.
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.