Free Tax And Estate Planning Information

The American Institute for Cancer Research has developed programs to assist California’s tax lawyers and financial planners in providing their clients with accurate and current information related to charitable gifts. The Institute appreciates the role that California tax attorneys and financial planning professionals play in the consideration of charitable gifts by AICR supporters.

In the AICR’s Estate Planners Corner: Services for Attorneys, Financial Professionals and Investment Advisors, it provides free publications and updates on a variety of tax and gift planning issues related to charitable gifts. Some of the publications include tax topics such as:

Minimizing Gift and Estate Taxes Through Charitable Trusts

Planning and Drafting Gifts and Trusts of Closely Held Stock

Selecting Assets for Charitable Gifts – Outright and in Trust

Supplementing Retirement Savings With Charitable Gifts

Charitable Remainder Trust Agreements Approved by the IRS

Minimizing Income Taxes and Transfer Taxes with Charitable Gift Annuities

Planning and Drafting Charitable Gifts and Trusts with Real Property

Planning and Drafting a Testamentary Charitable Remainder Trust

Planning and Drafting Charitable Lead Trusts

Administration and Investment Strategies for a Charitable Remainder Trust

For more detailed information on these estate planning topics, you are invited to call Mitchell A. Port, a tax attorney in Los Angeles, California, at (310) 559-5259.