Law Office of Kevin A. O'Brien | Offering estate planning, administration & probate services
Call Today: 302-888-2707
Law Office of Kevin A. O'Brien | Offering estate planning, administration & probate services
302-888-2707

Over 40 Combined Years Of Experience Resolving Estate Planning And Probate Challenges

Charitable Trusts Lawyer In Delaware

When you consider charitable giving as part of your estate planning, setting up a charitable trust can be an important step. Working with an experienced attorney is crucial to help ensure your charitable planning aligns with your goals and complies with legal requirements.

At the Law Office of Kevin A. O’Brien, we focus on helping clients in New Castle County, Chester County and Delaware County create charitable trusts tailored to their unique situations. We provide in-depth services, helping ensure each trust is appropriately structured and integrated seamlessly into your broader estate plan.

What Are Charitable Trusts, And How Do They Work?

Charitable trusts are legal arrangements that allow you to donate assets to a charitable organization either during your lifetime or after your passing. These trusts provide a way to support causes you value while potentially reducing estate and income taxes.

What Are The Types Of Charitable Trusts?

There are two primary types of charitable trusts:

  • Charitable remainder trusts (CRT): Provide income to you or your beneficiaries for a set period, with the remainder going to a charity.
  • Charitable lead trusts (CLT): Give income to a charity for a specified period, after which the remaining assets return to your beneficiaries.

An attorney can help you understand which option aligns best with your charitable planning goals and financial situation.

Why Establish A Charitable Trust?

Establishing a charitable trust offers multiple advantages:

  • Potential tax benefits for you and your estate
  • Support for charitable organizations you care about
  • Flexibility in structuring your giving to match long-term goals

These benefits make charitable planning a strategic part of your estate planning process.

How We Support Your Charitable Trust Planning

We provide full-service assistance for charitable trusts, including:

  • Formation of trusts tailored to your goals
  • Integration with broader estate planning strategies
  • Ongoing administration and compliance management

Partnering with a skilled attorney helps ensure your charitable giving is effective, secure and aligned with your wishes.

Let Us Help

If you are in New Castle County, Chester County or Delaware County and want to establish a charitable trust, the Law Office of Kevin A. O’Brien is here for you. Call us at 302-888-2707 or contact us online to arrange for a no-obligation meeting.