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Charitable Trust Support

The firm's attorneys counsel clients on the various types of charitable split-interest trusts, including Charitable Remainder Trusts and Charitable Lead Trusts. Firm attorneys have been featured speakers on the local, state and national level on the topics of creating and maintaining charitable split-interest trusts. Clients are counseled during the planning and creation processes. After the charitable split-interest trusts are created, many clients continue to consult with the firm's attorneys with regard to maintenance and ongoing operational issues related to the charitable split-interest trusts, such as bookkeeping, recordkeeping and preparation of the annual tax returns. These additional administrative services provide a resource for clients seeking full service with regard to the administrative aspects of the Charitable Split-Interest Trust Creation and Support.




Bourland, Wall & Wenzel, P.C.
301 Commerce Street, Suite 1500
Fort Worth, TX 76102
817.877.1088 office
817.429.3945 metro
817.877.1636 fax