Legacy Planning Case Study: Charitable Remainder Trust

We helped a client fund a 20-year term charitable remainder trust with closely-held stock. The stock value had grown 7-fold at the time of funding with the Oregon Community Foundation. Certain designated charitable beneficiaries currently receive operational funding in excess of $500,000 every year into perpetuity.

Email Have a question about something you read? Give us a call or shoot us an email.




Thank you for contacting us! Someone will be with you shortly.