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Non-qualified Charitable Trusts

We all have clients who feel they've fully provided for their descendants and loved ones financially, so their remaining estate-planning objectives are purely philanthropic. The end-of-life estate plans for those clients become very simple make a direct gift of the residue of the estate to public charities or a private foundation (PF). But is this strategy the best way to achieve your client's civic
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We all have clients who feel they've fully provided for their descendants and loved ones financially, so their remaining estate-planning objectives are purely philanthropic. The end-of-life estate plans for those clients become very simple — make a direct gift of the residue of the estate to public charities or a private foundation (PF). But is this strategy the best way to achieve your client's civic and philanthropic goals? Perhaps not. Why not advise your client to consider giving the bulk

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