Charitable Giving With Non-Charitable Trusts

Kim Kamin, Gresham’s Chief Wealth Strategies, recently co-authored an article in Trusts & Estates titled “Charitable Giving With Non-Charitable Trusts.”  This article addresses a topic that has not received much attention but has broad applicability for philanthropically inclined UHNW families.  The article describes strategies that may be applicable to existing trusts and provisions that may be appropriate for new trusts.