“Estate planning is not just about taxes — it is also about family.”

Principal Office:

600 W. 6th Street

Suite 300

Fort Worth, TX 76102

 

Office: 817.877.2885

Fax: 817.333.2985

teleice@earthlink.net

nice@canteyhanger.com

Resource Library

Charity

Additional Services

Gifts to charity "planned giving" are a big part of estate planning for many people. Some forms of charitable gifts have tax advantages over other forms. Here is a panoply of techniques and other useful information.

2005 - What You Should Know About Public Charities as Distinguished

From Private Foundations

Browse Article  |  View as PDF

 

This is a "simple" memo in question and answer table form.

 

2002 - What You Should Know About Your Private Foundations

Browse Article | View as PDF

 

This is a "simple" memo in question and answer table form.

 

2001 - Outright Gifts to Charity

Browse Article | View as PDF

 

This sounds simple enough, but, in fact, if certain documentation is not obtained within prescribed periods, you will not be entitled to a charitable income tax deduction.

 

2001 - Charitable Remainder Trusts

Browse Article | View as PDF

 

This is a "simple" memo in question and answer table form, describing a technique whereby property is placed in trust with the grantor retaining an annuity or unitrust income, remainder to charity. The trust itself is tax exempt, though distributions are not necessarily so. A charitable gift tax deduction is allowed during life and a charitable estate tax deduction at death. In addition, a charitable income tax deduction is available for the value of the remainder interest dedicated to charity.

 

2001 - Conduit Private Foundations

Browse Article | View as PDF

 

This is an interesting type of charitable private foundation.

 

Board Certified: Estate Planning & Probate Law by

the Texas Board of Legal Specialization since 1983

These materials are not meant to and may not be relied upon, but are published for discussion purposes only.  Rule 7.04(b) disclosures.

© 2015 TrustsandEstates.net All photos on this site by Noel C. Ice.