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 Planned Giving

Welcome to our Trusts and Estates learning center provided by our Development Office.  Below you will find up-to-date, valuable information regarding Trusts and Estates.  If you have any questions, please contact Kimberly Jetton, Planned Giving Manager at (213) 637-7504 or email


Welcome to the Trusts & Estates Learning Center 

Frequently Asked Questions (FAQs)

Need information fast? Get immediate answers to your questions in plain, easy-to-understand English.


Online Presentations

Need more detailed information? Our online presentations will take you step-by-step through Understanding Estate Planning and Living Trusts, Estate Taxes, Who Should Be Beneficiary of Your IRA and Charitable Remainder Trusts.


Estate Planning Articles

Need information on other important estate planning topics? Our articles will keep you up-to-date.

  1. Estate Planning in 2013 and Beyond
  2. How to Get The Most Out of the Estate Tax Exemption
  3. Should You Convert to a Roth IRA?
  4. The Simplified IRA Distribution Rules
  5. Got Stuff? You Need An Estate Plan!
  6. When Is The Best Time To Plan Your Estate?
  7. When Is It Time to "Service" Your Estate Plan?
  8. Will Your Kids Be Unintentionally Disinherited?
  9. How Can I Prevent My Children from Fighting Over My Belongings After I Die?
  10. The Special Needs Trust: Planning for a Disabled Dependent
  11. The Perfect Gift for the New Adult in Your Family
  12. An Introduction to Planning for Long Term Care
  13. How Should You Hold Title to Real Estate?
  14. Business Owners: Have You Planned Your Exit?
  15. The Family Limited Partnership
  16. Gifting... An Easy and Satisfying Way to Reduce Estate Taxes
  17. Giving Your Assets to Your Children Now Can Cause Serious Problems
  18. Making Gifts Now Can Reduce Estate Taxes Later
  19. Private Charitable Foundation
  20. Qualified Personal Residence Trust
  21. Grantor Retained Annuity Trust (GRAT) & Grantor Retained Unitrust (GRUT)
  22. Offshore Asset Protection Trusts
  23. Qualified Domestic Trust
  24. Protect Against The Generation Skipping Transfer Tax


Estate Tax Calculator

Curious what your estate taxes and probate fees will be? Fill in your own numbers and get instant results.


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