Charitable trusts allow philanthropically minded individuals and families in Bee Cave to support the causes they care about while achieving meaningful tax benefits. Whether you want to provide an income stream to charity while benefiting your heirs, or leave a legacy gift to your favorite organization, a charitable trust can be a powerful tool.

The two most common types are charitable remainder trusts and charitable lead trusts. A charitable remainder trust provides an income stream to you or your beneficiaries for a period of years or for life, with the remainder going to charity. A charitable lead trust works in reverse, providing income to charity for a period before the remainder passes to your heirs.

Our office helps clients in Bee Cave evaluate whether a charitable trust makes sense for their situation, considering factors like the size of the gift, the desired income stream, current and future tax implications, and philanthropic goals.

We serve clients throughout Bee Cave and the surrounding Hill Country communities, including River Place, West Lake Hills, Westlake Hills, and Southwest Austin.

Schedule a Consultation

If you are looking for experienced legal guidance in Bee Cave, contact the Law Office of Zachary D Kamykowski, PLLC today. Attorney Zachary D. Kamykowski works closely with individuals and families throughout Bee Cave and the greater Lake Travis and western Austin corridor to develop personalized plans that protect what matters most. Call our office or use our online contact form to schedule your consultation.

Related Services

• Estate Tax Planning in Bee Cave, TX
• Wealth Transfer Planning in Bee Cave, TX

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