REACHING HIGHER
LANDING SAFER
LANDING SAFER
Testamentary Charitable Lead Annuity Trust (TCLAD)
A Testamentary Charitable lead Annuity Trust (TCLAD) is created under the terms of a will to provide funds to a beneficiary while avoiding estate taxes. With a TCLAD the beneficiary does not receive the funds upon your death, but must give away an amount equal to the trust to charities over several years. Once the money is given away the beneficiary will receive the remaining amount (typically the same as when it was created) in a tax free distribution. TCLADS provide many intrinsic values to the beneficiaries and are typically used in estates with more than 5 million in assets.
If you would like more information on Testamentary Charitable Lead Annuity Trusts or to create a Testamentary Charitable Lead Annuity Trust in Jacksonville or other areas of Florida, CONTACT our Florida Trust Lawyers by email or call us at 904-685-1200 to discuss your situation today.
Contact Us To See if You Qualify for a Free Consultation
- Ask a Lawyer Now
- (904) 685-1200
Practice Areas
- Asset Protection
- Florida Land Trust
- Business Formation
- Business Law
- Criminal Defense and restoration of firearms rights
- DAP® Trust – Digital Asset Trust
- Elder Law
- Estate Planning
- Gay and Lesbian Issues
- Guardianship
- Florida Pardon and Restoration of Gun Rights
- Gun Trust – NFA Trust
- Medicaid Crisis Planning
- Probate Lawyer in Jacksonville
- Probate Litigation Lawyer
-
Trusts
- Auto Trust
- Charitable Trust
- Irrevocable Life Insurance Trust (ILIT)
- Modern Irrevocable Life Insurance Trust (ILIT)
- Revocable Trust
- Irrevocable Trust
- Living Trust
- Testamentary Charitable Lead Annuity Trust (TCLAD)
- Pet Trust
- Qualified Personal Residence Trust
- Trust Considerations
- Trust Administration
- Powers of Trustee
- Duties of Trustee
- Liabilities of Trustee
- Descendant’s Trusts
- Special Needs Trust Lawyer
- How to Choose the Right Trustee
- Charitable Remainder Trust
- Notice of Trust
- Remarriage Protection
- S Corporation Stock Considerations
- Florida Trust Litigation
Free Florida Probate Handbook
This handbook includes important information on duties and responsibilities that are involved in Florida Estate Administration and Probate. Get your complimentary copy
Client Reviews
"As a real estate agent, I have been involved with many property transactions where I needed a probate attorney to help facilitate the transaction. I have used the services of Mr. Goldman and his staff over the last several years and continue to use them on a regular basis. His office has been able...
"I've had Mr. Goldman do my entire estate planning as well as my gun trust. I highly recommend him and his firm. If you're planning a gun trust, trust no one else Mr. Goldman is one of if not the best versed on this topic."
“Great service is an understatement. We bought several properties that Mr. Goldman handled for his clients. The communication and explanation of everything was terrific. I would definitely recommend him for all of your real estate needs.”
“After struggling with 2 probate cases prior to hiring attorney Goldman I was extremely apprehensive during the hiring phase. Not only did Attorney Goldman assure me they could take care of this his office was wonderful. Jennifer was assigned to my case and she was wonderful and were able to guide...