How to Set Up a Charitable Trust!

Thinking about charitable trusts? What about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust? 👉 Book a Call at www.cunningham... for estate planning, tax planning, and advice on setting up a charitable trust.
Join leading attorney and author Jim Cunningham as he unravels these complex instruments. Understand the unique benefits of setting up a charitable trust and sometimes misunderstood consequences of each type of charitable trust, and how they can best be used for philanthropic goals, tax savings, and even tax-advantaged income! With Jim's expertise, you can learn about charitable trusts and creating a charitable trust.
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[@maggies123]

I have a trust with you but it was registered as a sale in the assessor office. Fix it please. I already contacted your office several times and the only things they told me is that is how the assessor office registered it. I'm telling you that is not correct what the assessor is doing and place a sale for $9 dollars and a new assessor price to my property.

[@tiomoidofangle102]

I don't see how one can rely on people who continue to reside in California to give useful advice on saving on taxes. Would you go to a doctor who smokes?

[@klycam6063]

I look at it from another angle... Maybe these financial advisers really know something that enables them to excel in California. All those negative issues of California do not affect them at all. They have the extra expertise to get around them. Are you suggesting Californians need to find out-of-state financial advisers ?

[@CunninghamLegal]

The professionals with the greatest tax expertise tend to be in higher tax jurisdictions such as California, New York, New Jersey, Illinois, DC, etc. This is because the value of the services that are provided is enhanced. After all, the people in the states often have 2 attributes in common: high incomes and are subject to a higher rate of state and local income and capital gains tax. The smoking doctor is an inapposite analogy. It is more akin to doctors living in an area with an aging and wealthy population. You will find lots of doctors in these locations just as you find more tax lawyers in high-income and high-tax areas!