A charitable remainder trust can bring together your philanthropic intentions and your family’s financial planning. It can provide payments to you or loved ones, leave the remainder to charitable causes you value, and offer tax benefits when the applicable requirements are met.
The trust is irrevocable. Deductions are subject to limits, and payments to individual beneficiaries may be taxable.
Meetings are by appointment, weekdays 9:30 AM – 5:00 PM, by Zoom or at our offices. Call 888.380.2288 or 415.693.8882, or request a time online. Consultations in English, Cantonese or Mandarin.
