For High Net Worth Philanthropists

Many “high net worth individuals” benefit from complex, specialized estate planning strategies such as:

  • Generation Skipping Tax (GST)
  • Family Limited Partnerships (FLP)
  • Irrevocable Life Insurance Trusts (ILIT)
  • Charitable Remainder or Charitable Lead Trusts (CRT, CLT)
  • Qualified Personal Residence Trusts (QPRT)
  • Grantor Retained Annuity Trusts (GRAT)
  • Retained Life Estates

Some of these products can be designed to also benefit charities like Laguna Beach Seniors. To find out more about these options, consult a financial professional whose first fiduciary duty is to you. We also recommend the “It’s Your Money/It’s Your Estate” free workshops at the Susi Q twice a year. They have no commercial or for-profit sponsors; No speaker will receive your name, address or phone number; No financial or insurance product will be sold; No charity will solicit you for a donation. LEARN MORE

To Join the Susi Q Legacy Society, Please Contact Executive Director Nadia Babayi.

nadiababayi@thesusiq.org or 949.715.8102

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