How it works
- Explore your goals. Tell us about your objectives: income needs, beneficiaries and timing. Email [email protected].
- Draft with counsel. Your attorney prepares the trust; we can share sample language and remainder provisions.
- Fund the trust. Transfer cash or assets; the trustee sells and invests per your strategy.
- Receive payments. Beneficiaries receive trust payouts, and the remainder supports the foundation's programs and public education work.
Information only. The Alexander Foundation does not provide tax or legal advice. Please consult your advisor.