Question
Carlos, your client, is 56 years old and has asked you for advice in making a charitable gift. He is a Christian, but became a
Carlos, your client, is 56 years old and has asked you for advice in making a charitable gift. He is a Christian, but became a believer only recently, and is the only believer in his family. Carlos wants to make a gift of $50,000 to his church anddoesn'twant his wife or his 4 sons to be able to challenge or block the gift. He asks you to structure the gift so that the church will, indeed, receive the money. Hedoesn'tcare whether that happens now or in the future, but he does want the church, rather than his family, to receive the money.
How would you advise Carlos (a) on whether giving money to the church instead of his family is an appropriate planning goal, and (b) how the gift can be structured to accomplish his goals?
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