Charitable Planning

Simses & Associates has extensive experience in the formation and administration of private foundations, charitable lead trusts, charitable remainder trusts, and wealth replacement trusts. We frequently form such entities to achieve our client’s charitable goals, while at the same time enabling them to fund their grandchildren’s education or create tax-free wealth for family members. In doing so, our clients are able to achieving higher yields on unproductive assets, achieve tax deductions, and replace wealth by providing tax-free insurance proceeds or remainder interests in charitable lead trusts to their families.