Charitable Remainder Trust Lawyers in Longmont

Assisting Clients with Philanthropic Estate Planning Choices

A charitable remainder trust benefits your designated non-charitable beneficiary first, and then your charity beneficiary. The charitable remainder trust distributes a fixed percentage of the value to a non-charitable beneficiary for a certain amount of time; then the remainder goes to charity. We at Jorgensen, Brownell & Pepin, P.C. can help you establish a charitable remainder trust. We have assisted countless individuals with this important and philanthropic estate planning choice.

In order to create a charitable remainder, it must be for a charitable purpose such as:

  • Relief of poverty
  • Advancement of education
  • Advancement of religion
  • Promotion of health
  • Governmental or municipal purposes
To arrange for an initial consultation, call (720) 809-8310.

Our Team Is Here For You!

Give our firm a call at (720) 809-8310 or fill out the form below to speak with a team member from our firm about your case.

Our Skilled Legal Team Can Help You with the Entire Process

Additionally, charitable trusts require a sufficiently large or indefinite class of beneficiaries so that the actual beneficiary of the trust is not a particular person or small group of readily ascertainable people. Our skilled estate law team at Jorgensen, Brownell & Pepin, P.C. can prepare a charitable remainder trust to ensure your money goes exactly where you want it to. The grantor receives immediate tax benefits for the charitable gift. We would be happy to explain in detail what you can expect from establishing a charitable remainder trust.

To Get Started, Contact Jorgensen, Brownell & Pepin, P.C.

If you would like to establish a charitable remainder trust, our firm is ready and willing to assist you. Our dedicated Longmont estate planning lawyers will passionately protect your interests and help you understand your options. We can help you give back to the organization or charity of your choice.

To learn more about how our skilled legal team can assist you, please get in touch with us today.

Exceptional Client Service

As a client-focused firm, we are truly passionate about doing what is in the best interests of our clients. Because we have continued to demonstrate our commitment to our clients, we are constantly praised by past and current clients.

Read Our Reviews

Our Firm’s Unique Approach

Striving for Legal Service that is Second to None

  • Experienced

    More Than 25 Years of Legal Service

  • Attentive

    Large Emphasis on Communication

  • Tenacious

    Skilled in Litigating Complex Cases

  • Efficient

    Favorable Results in a Timely Manner