CHARITABLE TRUST & GIFT PLANNING in BREA, OC CA
A charitable organization operates for purposes that are beneficial to the public interest, such as scientific research, education and assisting the less fortunate. Giving donations to these foundations and non-profit organizations may relate to tax benefits. It is important to discuss charitable giving with an experienced person who understands the IRS.
Recommendations on charitable giving from State of California Office of Attorney General:
- Do your research before you give to any organization
- Refuse high pressure deals
- Ask for written documentation about the organization
- Call the charitable organization
- Be aware of similar sounding names
- Do not send cash
- Be wary of any organization that is willing to pick up cash donation
- Be wary of solicitations on behalf of police, firefighters and veterans
- Make sure your charitable donation is tax deductible and keep the correct records
- Consider other forms of giving
- Volunteer your time
ESTATE PLANNING | Reduce Estate Tax, Create Successor Trustee or Beneficiary, Protect Your Family & Assets, Reduce Family Disharmony. Important documents: Power of Attorney for Health Care, HIPAA Declaration, and Living Will.
POWER OF ATTORNEY | General, Limited, Durable, Springing, Financial, Medical
PROBATE & TRUSTS | Orange County, CA, Probate Administration, Trust Fund Attorney.
BUSINESS PLANNING | Develop Systematic Process to Increase Revenue, Decrease Costs and Protect Assets
RETIREMENT PLANNING | Qualified Planner, Employee Benefits, Pensions, Protect Business Assets.
ASSET PROTECTION ATTORNEY | Legal Asset Protection Attorney Services for Living Trust, Family Limited Partnership, LLC & Lawsuit Protection.
TAX PLANNING | Personal & Business Tax Planning for Retirement & Deferred Tax Plans.
CHARITABLE TRUSTS & GIFT PLANNING | Legal Plannning for Giving Donations to Trusts, Foundations & Non-Profit Organizations.
PRIVATE FOUNDATIONS | Creating a Charitable Trust, 501c3 Tax Exempt Status
ELDER & SENIOR LAW
Gerard W. O'Brien - Charitable Trust & Gift Planning Attorney in Orange County including: Anaheim & Anaheim Hills, Brea, Buena Park, Cypress, Fountain Valley, Fullerton, Garden Grove, La Habra, La Palma, Los Alamitos, Orange, Placentia, Seal Beach, Stanton, Tustin, Villa Park, Westminter, Yorba Linda and other cities in Orange County, CA.