Raleigh, NC Charitable Trust Attorney
Preserving Your Philanthropic Legacy in The Triangle & Wake Forest Area
Charitable trusts are powerful tools that allow you to support causes you care about while preserving wealth for your heirs. Whether you plan to give back to your church, alma mater, or other cause close to your heart, working with a trusted charitable trust lawyer is paramount to protecting your legacy and loved ones.
At NC Wills & Trusts, we pride ourselves on providing personalized guidance to individuals and families in Raleigh. Whether you want to provide income for your family or leave a lasting gift to a cause you care about, we can help you create a charitable trust that aligns with your financial and philanthropic goals.
When you work with us, you can expect one-on-one support and direct access to an attorney. Our goal is to make the process as seamless and stress-free as possible with fully remote and affordable planning services, empowering you to make informed decisions with confidence and clarity.
Create a lasting legacy in Raleigh with a strategic and tailored charitable trust. Call (919) 759-6353 to schedule a free consultation.
Legal Help With Local Roots
See What Sets NC Wills & Trusts Apart
We make affordable, dependable estate planning possible for families throughout North Carolina, helping you plan for the future with confidence. Explore some of the ways our personalized service can help you.
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Accessible Pricing
Estate planning should be accessible to everyone. Our flat fees are often one-third to one-half the cost of traditional firms—without sacrificing quality or care.
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Direct Attorney Access
Every client works directly with attorney Kevin Peach, ensuring personalized guidance and expert insight from start to finish—never passed off to support staff.
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Transparent Service
No hidden fees, no pressure tactics. We’re committed to making the process clear, simple, and easy to understand—so you can plan confidently.
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Rooted in Community
As a Raleigh native, Kevin Peach brings a local perspective, empowering clients through free webinars and educational resources.
What Is a Charitable Trust?
A charitable trust is designed to support charitable purposes or organizations while providing potential tax benefits for the grantor. It involves setting aside assets during your lifetime or through your estate to benefit a specific cause, such as education, healthcare, or community programs.
Establishing a charitable trust is an effective way to leave a meaningful legacy and make a lasting impact on your community while enjoying long-term financial benefits. At NC Wills & Trusts, we can help you establish a charitable trust that aligns with your values and supports your specific goals.
Different Types of Charitable Trusts in North Carolina
Charitable Lead Trust (CLT)
A charitable lead trust (CLT) provides income to a designated charity for a fixed number of years, after which the remaining assets will go to beneficiaries (such as your children or grandchildren). Some key benefits include immediate philanthropic support and tax benefits.
Charitable Remainder Trust (CRT)
A charitable remainder trust (CRT) allows you or other beneficiaries to receive income from the trust for a set period, then distributes the remaining assets to a charity. Some key benefits include steady income during your lifetime, charitable income tax deductions, and the potential reduction of capital gains.
Do I Need an Attorney to Establish a Charitable Trust?
Charitable trusts involve complex legal and tax regulations. Attempting to set up a charitable trust on your own can lead to errors that invalidate the trust or result in unintended tax consequences, making it crucial to work with a charitable trust lawyer. Our attorney has a deep understanding of trust formation and estate planning in North Carolina to help you create a trust that is properly drafted, funded, and compliant with state and federal laws.
Make a lasting impact with clear and honest guidance from our experienced charitable trust attorney. Contact us online to discuss your case.
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"Simple From Start to Finish"
Kevin made the process simple from start to finish and was always quick to respond to our questions. Highly recommend working with Kevin!- Robert C. -
"Very Responsive"
I highly recommend NC Wills and Trusts for your estate planning needs.
- Pamela B. -
"Highly Recommend"
Kevin D. Peach, has helped my family with our will and trust. He has made the process clear and easy to understand, and he has finished all necessary documents in a timely manner. I highly recommend him for your needs.- Silvia K. -
"Helpful and Knowledgeable"
I would definitely recommend him based on my experience with our situation!- Barbara K. -
"Informative and Diligent"
He is very diligent and I would recommend him to anyone in need of estate planning documents for their families.
- Brett E. -
"Personalized Service & Reasonable Fees"
We had a very positive experience with Kevin Peach. He was responsive, patient, and answered all our questions. Our documents were prepared with a quick turnaround time. NC Wills and Trusts offers personalized service paired with reasonable fees.- C.S. -
"Easy to Work With"
Kevin Peach was so helpful and easy to work with. He was always available to answer questions and responded quickly to calls and emails. His services were professional and cost-effective. Thanks Kevin.
- Nancy H. -
"Simple Process"
Kevin did a wonderful job answering all my questions and made the process simple and quick. Highly recommend using him when putting your trust and will together.
- S.S.