Legacy Planning Case Studies

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Legacy Planning Case Study: Estate Planning

Posted

We worked with clients to transfer their interests in a rental property to a trust to benefit their six grandkids. The grandparents received a substantial gift tax discount and we structured the trust so they (not the grandkids) pay the tax on its income which preserves the trust to fund college education expenses for the…

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Legacy Planning Case Study: Charitable Remainder Trust

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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.

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