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Trusts
- Helping donor choose the right gift plan.
- Develop appropriate illustrations for various proposed gifts.
- Should charity be the trustee for a unitrust or annuity trust.
- Pitfalls to avoid in handling offers of gifts of real estate.
- Guidance in developing and processing gifts of real property.
- Working with the advisors of prospects and donors.
- Help in drafting gift and trust agreements.
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