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 Charitable planning

Clients often find charitable planning one of the most rewarding and meaningful parts of the planning process. Each client has unique circumstances and philanthropic goals. With proper planning, clients can make tax-advantaged gifts designed to support organizations and causes closest to their hearts.

Depending on the type of assets you wish to contribute, your need for income during your lifetime, your desire to preserve assets for heirs, and your tax situation, there are a variety of strategies for charitable planning. These include:

  • Charitable Lead Trusts

  • Charitable Remainder Trusts

  • Life Insurance and Retirement Benefits Planning

  • Private Foundations

  • Donor-Advised Funds or Trusts

  • Life Income Gifts

  • Charitable Gift Annuities

  • Gifts of Real Estate with Retained Life Estate 

Tresp Law, APC is an excellent law firm in San Diego County, with offices in Solana Beach and Pacific Beach. Not all lawyers are equal. If you need a proactive, knowledgable, effective, lawyer, call us today: 858-248-2779 or contact us online to schedule a consultation.

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ELIZABETH A. TRESP, ATTORNEY AT LAW IS A MEMBER OF THE STATE BAR OF CALIFORNIA, THE SAN DIEGO COUNTY BAR ASSOCIATION, PROBATE ATTORNEYS OF SAN DIEGO, AND THE AMERICAN BAR ASSOCIATION. ELIZABETH A. TRESP IS ADMITTED TO PRACTICE BEFORE THE UNITED STATES TAX COURT AND THE UNITED STATES DISTRICT COURT, SOUTHERN DISTRICT OF CALIFORNIA. CONNECT TO ELIZABETH ON FACEBOOK, GOOGLE+, AND LINKEDIN. CONTACT US TODAY FOR ALL OF YOUR FAMILY'S LEGAL NEEDS, INCLUDING ESTATE PLANNING, WILLS, TRUSTS, TRUST ADMINISTRATION, ESTATE AND TRUST LITIGATION, PROBATE, TAX CONTROVERSY, TAX AUDITS, TAX PLANNING, ESTATE TAXATION, AND ALL ASPECTS OF FEDERAL & CALIFORNIA TAX LAW. 

SERVING ALL OF SAN DIEGO COUNTY, INCLUDING SOLANA BEACH, ENCINITAS, DEL MAR, RANCHO SANTA FE, ESCONDIDO, LA JOLLA, CARLSBAD, CARDIFF-BY-THE-SEA, LEUCADIA, VISTA, SAN MARCOS, RANCHO BERNARDO, POWAY, CARMEL VALLEY, AND THE CITY OF SAN DIEGO. OFFICES IN SOLANA BEACH AND PACIFIC BEACH. CALL (858) 248-2779 OR (888) 814-5552 OR EMAIL FOR AN APPOINTMENT.

TRESP LAW, APC

ELIZABETH A. TRESP, PRINCIPAL ATTORNEY

CALL (858) 248-2779 OR SEND US AN EMAIL