Gift PlanningTestamentary TrustsA TESTAMENTARY TRUST is written into a will or living trusts and is set into motion by the Court after the process reaches a certain point of execution. It is used only after the death of the person whose estate it represents. It is possible to use a testamentary trust to fund many of the deferred gift options discussed elsewhere in these pages. In that manner, the options are referred to as a testamentary charitable gift annuity, a testamentary charitable remainder trust, or a testamentary charitable lead trust. Disclaimer: Please note, individual
financial circumstances will vary. The information on this
site does not constitute legal or tax advice. Donor stories
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