Charitable Remainder Trust Lawyers in Colorado
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
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 Colorado 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.
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The services that John Konz at Jorgenson, Brownell & Pepin provided to myself and my family were invaluable. Their responsiveness, professionalism, understanding, and commitment to our needs were immeasurable.