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Charitable Trusts

Charitable Trusts

At Crain & Wooley, we understand the importance of giving back to the community and leaving a lasting impact. Our estate and probate attorneys specialize in creating and managing charitable trusts that align with your philanthropic goals.

What is a Charitable Trust?

A charitable trust is a legal arrangement that allows individuals or organizations to donate assets to a charitable cause while receiving certain tax benefits. By establishing a charitable trust, you can support causes that are close to your heart and ensure that your assets are used for the greater good.

Types of Charitable Trusts

Our experienced attorneys can help you navigate the different types of charitable trusts and determine which one best suits your needs:

  • Charitable Remainder Trusts: This type of trust allows you to provide income to yourself or your designated beneficiaries for a certain period, after which the remaining assets are donated to the chosen charitable organization.
  • Charitable Lead Trusts: With a charitable lead trust, you can donate a portion of your assets to a charitable organization for a specific period, and then have the remaining assets transferred to your designated beneficiaries.
  • Pooled Income Funds: Pooled income funds allow multiple donors to pool their assets, receive income from the fund, and have the remaining assets distributed to the chosen charities upon death.

Benefits of Establishing a Charitable Trust

Creating a charitable trust can offer several benefits:

  • Tax Deductions: Depending on the type of charitable trust, you may be eligible for income tax deductions or estate tax deductions.
  • Philanthropic Legacy: By establishing a charitable trust, you can leave a lasting impact on causes that matter to you and create a philanthropic legacy.
  • Asset Protection: Charitable trusts can help protect your assets from creditors and potential lawsuits.

Why Choose Crain & Wooley?

Our estate and probate attorneys have extensive experience in creating and managing charitable trusts. We understand the complexities of estate planning and can guide you through the process to ensure your charitable goals are met. With our personalized approach and attention to detail, we will work closely with you to develop a charitable trust that reflects your values and priorities.

Contact us today to schedule a consultation and learn more about how we can assist you with charitable trusts.

Satisfied Clients Tell Their Stories

  • "Very Professional, Thorough and Good Communicators"
    Justin and his staff were very professional, thorough and good communicators. They prepared every doc they committed to, and in a timely manner. I like the lump sum fee arrangement. I would definitely recommend them.
    - Bart Hubbard
  • "We are so grateful we did this."

    We had been wanting to do and understand a trust for a long time. Once we received the meeting invite, the rest was easy. We learned about wills and trusts in an understandable way. Justin and his team are organized, thorough, friendly and helpful. They coordinated and explained each step of the process. We are so grateful we did this. The cost was invaluable. Thank you for everything. 

    - Shelly Torti
  • "Would Definitely Recommend Crain & Wooley"

    We attended a lunch seminar hosted by Shelly Joyner and her team to listen and learn more about our options with Trusts. Based on Shelly's presentation, examples, and knowledge of Trusts, we were sold on Crain & Wooley as the firm to prepare and manage our Trust.

    The Crain & Wooley process from start to finish was fast, efficient and very professional. Throughout the progression, both Shelly and Steve Crosby communicated, answered all our questions, and provided various trust documents through the portal for our review /comments.

    Would highly recommend the services of Crain & Wooley!!

    - Paul & Helen Cherry
  • "Made the Entire Process a Seamless Operation"

    Finding a law firm to assist me in creating a "Living Trust" was very confusing. After interviewing three law firms, I chose Crain & Wooley.

    They got back to me quickly after the initial consultation and made the entire process a seamless operation. 

    I highly recommend and will work with Shelly Joyner and Crain & Wiiley again in the future. 

    - Ricky Ellis
  • "I would return for other legal issues and would highly recommend this firm for legal advice."
    I am very pleased with the professional services of Crain and Wooley law firm with the trust documents formalized on my behalf.  The fees were fair and the result was done in a few weeks. Terms and legal explanations were understood. I would return for other legal issues and would highly recommend this firm for legal advice.
    - Alex Montanez
  • "I had a fantastic experience with your law firm and now I can relax!"
    I had a fantastic experience with your law firm and now I can relax because I have my affairs in order! It was a very easy process, very informative, easy to gather their information and get the awesome result of having all my documents into my trust. Very impressed with the professionalism of Shelly Joiner, Jessica and Steve. I highly recommend this law firm Crain & Wooley for all the estate planning needs. Thank you!
    - Wanda Echevarria
  • "Very Thorough In Explaining My Options"
    Shelly was very thorough in explaining my options in estate planning and reviewing the documents I did have. I appreciate the speed and ease in completing my documents and support in transitioning my home into our living trust.
    - David Smith
  • "We Felt Valued, Cared for and Appreciated"
    It was a pleasure working with Justin Crain, Shelly Joyner, Steve Crosby, and the entire staff at Crain and Wooley. From the moment we walked into their office, we felt valued, cared for and appreciated. Justin took the time to explain to us the benefits of creating a trust and patiently answered all of our questions. My wife and I particularly appreciated their educational emphasis. They provided us with videos and literature that deepened our understanding of the process and purpose of  creating a trust. We never felt any pressure during our meetings with them to purchase any legal products or services. They educated us, encouraged us to ask questions, and let us make our own decision. We did decide to create a living trust, and we are very pleased with the results.
    - William Benninghoff

Designed for Your Comfort & Convenience

Estate Planning With Us Means:
  • Flat-Rate Pricing*

    Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services.

  • Optional Lifetime Guarantee
    With our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
  • Knowledgeable Service
    Laws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.