06Tax Planning

The eStatePlan™ Charitable Trust

A structured approach to charitable giving through split-interest trust planning and strategic wealth transfer.

8 Min ReadNovember 2024

§1Charitable Architecture

America has long been recognized as the most charitably-inclined society in the world. Certain foreign charities have publicly stated that they receive more donations from America than all of the other developed nations combined.

Split-interest charitable trusts — charitable remainder and charitable lead structures — allow a family to convert an appreciated asset into an income stream, defer or eliminate capital-gains exposure, and direct the remainder to a chosen cause, all within a single instrument.

The material above is provided for informational and educational purposes only and does not constitute legal, tax, or investment advice. Engagements with RM Legacy Group are conducted under confidential terms in coordination with the family's counsel and fiduciaries.