Charitable Planning

If you have charitable inclinations, or if you are contemplating the sale of an asset with a relatively low cost basis, and would like to minimize the capital gains tax consequences of the sale, Mr. Jackson can advise you and assist you with the preparation of a Charitable Remainder Trust (CRT), Charitable Lead Trust (CLT) or a Private Foundation. As a noted authority in the area of charitable planning, Mr. Jackson is frequently called upon by his peers to lecture at continuing education programs on topics related to charitable planning.