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  • If you have charitable intent, one of the wonderful ways to support your charity and also your loved ones is with a split trust. With this type of planning, you establish an irrevocable trust. Someone gets income now, and someone else the remainder later. Your loved ones may be the beneficiary now, with the remainder of the trust assets going to your charity.  This is known as a charitable remainder trust. Alternatively, your charity may be a beneficiary now, with the remainder of your trust assets going to your loved ones.  This is known as a charitable lead trust.

    Charitable trusts are complex. As the grantor (the person who set the trust up), you may get income tax benefits, as well as estate and gift tax benefits. Our professionals counsel you on whether this type of planning would best meet your charitable intent.

        Revocable Living Trust
        Irrevocable Life Insurance Trust
        Special Needs Trust
        Medicaid Asset Protection Trust
        Qualified Income Trust (Miller Trust)
        IRA Trust
        Preneed Guardian
        Health Care Surrogate
        Durable Power of Attorney
        Living Will
        Do-Not-Resuscitate Orders
        Charitable Trusts

    Your Caring Law Firm
    610 S. Maitland Ave.  Maitland, FL 32751
    (407) 622-1900

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