Cummings & Lockwood LLC
Domicile Planning

Charitable Planning

February 20, 2020

Author: Heather J. Rhoades

In this video, Heather J. Rhoades, a Principal in Cummings & Lockwood’s Private Clients Group, discusses how charitable giving can be incorporated into an estate plan, as well as describes the more common charitable structures or techniques, such as Charitable Lead Trusts, Charitable Remainder Unitrusts and Private Foundations.  (2:01)