Charitable Planning Trusts

"We desperately tried to refinance our rental home loan with several lenders, but were declined due to the rental income not meeting the required debt service ratio. Duncan Law was able to get us a loan modification at a very low rate. We are forever grateful to Duncan Law for their excellent work and highly recommend their services to anyone who wishes to protect their property and hard-earned investments. "

- Joan and Matt K. | Testimonial

Anyone who is charitably inclined, wishes to minimize taxes and enhance amounts given to beneficiaries may wish to consider charitable planning. Documents associated with charitable planning include Charitable Remainder Trusts (CRT), Charitable Remainder Annuity Trusts (CRATs) and Charitable Remainder Unitrusts (CRUTs). There are many options that should be discussed with a qualified attorney to meet your specific and unique goals.


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  • Roseville, California 95661

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