坦帕湾的权利 - 福克斯 13 台坦帕湾 - 10/17/22

“Charitable lead trust” is far from a household word, and you may not encounter the need for one very often in your practice. However, in the right client situations, they can be a valuable planning tool.

With graduation season coming to a close, hundreds of students in our community will be headed off to college in a couple of months—and many of your scholarship funds will soon be making awards to help students cover tuition and expenses.

For Jeanne Coleman, philanthropy has never been a question of whether to give. It is simply part of who she is. “I was raised by philanthropic parents. I can't remember a time that we didn't have a mission of giving.”