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For additional information, contact the Planned Giving and Trust Services department at the phone number or address at the bottom of this page.
Available Programs
- Gift Analyzer
- Married Couple Estate Plan
- Surviving Spouse Estate Plan
- Single Person Estate Plan
- Estate Tax Calculation
- Estate Asset Analysis
- Annuity Trust—1 or 2 lives
- Annuity Trust—3 to 6 lives
- Annuity Term—QPRT—Grat
- Gift Annuity—1 or 2 lives
- Gift Annuity for Home—1 or 2 lives
- Gift Annuity—Deferred payments
- Lead Trust—UT/AT: Term of years
- Lead Trust—UT/AT for 1 or 2 lives
- Life Estate Reserved for 1 or 2 lives
- Pooled Fund—1, 2, or 3 lives
- Unitrust—1 or 2 lives, guaranteed maximum grant
- Unitrust—3 to 10 lives
- Unitrust Term of 1 to 20 years
- Unitrust—1 or 2 lives and term of years
- Income Taxes/Charitable Deduction
- Capital Gains
- Gift/Sale
- Gift and Corporate Purchase
- Bargain Sale
- Education Uni-Trust
- Unitrust and Insurance Trust
- Unitrust—term of years
- Retirement Unitrust
- Unitrust and Sale
- Sale vs. Unitrust
- Gift Plus Insurance
- Annuity Trust—term of years
- Pooled Income Fund
- Living Lead Trust
- Life Estate Reserved
- Gift Annuity—1 or 2 lives
- Gift Annuity—for hom
- Gift Annuity—deferred/college annuity
- Revocable Trust
- Testamentary Unitrust/IRA
- Bequest
- Testamentary Lead Trust
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Mission Statement
Basic Estate Planning
Services Offered
Seminars and Clinics
Southern Union Revolving Fund
Charitable Gift Annuities
Planned Giving |
