A 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.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Partners Together For Health, the foundation for JPS Health Network, by Future Focus. Please report any problems to section webmaster. Revised: October 3, 2007 11:27.