We have a complete tax update service for CPAs, attorneys, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Please click here for CSUN's bequest language. If your client is interested in making a specific designation with their bequest intention (i.e. -endowing a scholarship of funding a specific program) please contact us so that we can work together in making those accommodations. We would also be happy to include them into CSUN's Heritage Society.
We also encourage you to sign up for our weekly eNewsletter written specifically for estate planning professionals.