Trusts & Private Foundations

LG Legacy Group provides consulting services to a wide-range of individuals and entities. We also provide tax and estate planning advice regarding the use of Private Foundations and the following Trusts to meet your individualized financial objectives:

Credit Shelter Trusts
Generation Skipping Trusts
Personal Residence Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Grantor Annuity Trusts
Qualified Terminable Interest Property Trust
Family Limited Partnerships
Bypass Trusts
Marital Deduction Trusts
Revocable Lifetime Trusts
Life Insurance Trusts

Keep in mind that the rules involving the above Trusts and the use of Private Foundations are complex. Our team of qualified professionals are aware of these issues and can help you successfully navigate them to reach your goals. We are committed to working with you and your team of professionals to meet your personalized tax and financial goals.