Legacy Planning Case Studies

Legacy Planning Case Study: Estate Planning

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…

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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…

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