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Charitable Trust

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

Reef Point LLC · September 1, 2020 ·

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

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.

Establishing Charitable Trusts in Estate Plans: Part 1 — Case Study

Reef Point LLC · August 26, 2020 ·

Establishing Charitable Trusts in Estate Plans: Part 1 — Case Study | Reef Point

If your estate is worth $1 million or more, minimizing the cut you will have to give to the IRS upon your death is likely a big component of your planning. In this two-part post, we will discuss the effect that incorporating a charitable trust has on your overall estate plan. This strategy could provide a stable, protected and higher source of income for your survivors than passing your assets to them in your will.

What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?

Reef Point LLC · February 4, 2018 ·

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Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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