Establishing Charitable Trusts in Estate Plans - Part 2 — Strategic Solutions | ReefPoint LLC

Establishing Charitable Trusts in Estate Plans: Part 2 — Strategic Solutions

In Part 1, Charles and Maddie’s story illustrated how life and politics can make a father’s desire to provide for his daughter much harder than it should be. While not ultra-wealthy by any standard, Charles has enough retirement savings that he should be able to structure supplemental income for Maddie for many years should he succumb to heart disease complications or any other premature death.

Can the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?

It is not uncommon for friends or family members to pool their resources together to invest in Real Estate.  Often times they employ a strategy where they systematically use a vehicle known as a 1031 exchange to reinvest in more valuable properties using tax deferral to allow their assets to grow more quickly. As with …

Read moreCan the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?