Charitable Remainder Trust
- Prepare Charitable Remainder Trust documents and advise on asset and tax benefits.
- Consult with Attorney up to 1 Hour on your appreciated asset tax status, charitable deduction and plans, and income stream from trust.
- Analysis and CRT structuring options for tax planning and minimization
- Starting at $8,000 plus 3rd party administrative fees for tax returns and CRT admin
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Charitable Remainder Trust
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Meet with a Client Advisor
Discuss your Tax and Legal needs and how our lawyers can help
Confirm our Services and Fees
Onboard you as a Client
Schedule your appointment with a KKOS Attorney
