Nov 1, 2009 12:00 PM

Should Your Client Have A Non-charitable Foundation?

For some, it might work better than a trust — even though it must be established in a foreign jurisdiction

In the U.S. world of estate planning, it would be difficult (some might say impossible) to find an attorney who is not familiar with trusts. In that same world, however, it would be nearly as difficult (some might say improbable) to find an attorney who is familiar with private non-charitable foundations — an entity established to benefit individuals or to carry out a non-charitable purpose, such as the furtherance of a family business.

Why is that?

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Estate Tax Donor Advised Funds
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Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

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