Gifts at a Glance

Click on one of the thumbnails below to view or print a simple, one-page summary of common yet complex estate and gift planning concepts. Clear and concise, each one-pager defines the concept, explains how it works and why it is useful, shows its application, and is illustrated with an easy-to-understand "napkin drawing." (Adobe Reader required.)

CGA

CLT

CRT

Income Tax Charitable Deduction

CLT