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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