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Charitable Giving Trust - Give & Grow

Mon, May 20, 2019

12:00pm - 1:00pm

Charitable Giving Trust - Give & Grow

Village on The Isle - May 20th
Private Event

While most of us are familiar with terms and concepts pertaining to Estate Planning, the phrase “Charitable Giving Trust” is not as commonplace as “Irrevocable Trust” or “Simple Will.” On May 20th, local attorney, Steven Ledbetter, will conduct a seminar providing information explaining what a Charitable Giving Trust is, entails, and the benefits. These charitable gifts will not only help the organizations the money is left to, but you are able to educate and include your family on the importance of charity, being philanthropic, and giving back.

Discussion to include:

Leaving IRA Funds versus Cash

Giving Strategy
- Donation Only
- Donation & Income
Fund Options
- Annual Giving
- Sustained Giving
Set Up a Trust
Donor Advised Fund
Deferred Giving
- Outright Gift
- Endowment

Thank you and your staff
"Thank you and your staff for such complete and professional work. So pleased to have the Ledbetter Team available for any future needs. Will absolutely recommend your team to any acquaintances looking for your services." - David B.
Knowledgeable & Listens
“We highly recommend Mr. Ledbetter! He is very knowledgeable, personable, professional. He listens. He finds answers if needed. He's very trustworthy. He values our time.” - Susan
Estate Planning
“Estate planning is not something we wanted to think about or actually go through, but when we met with Mr. Ledbetter he actually made a this situation very pleasant. He's very knowledgeable and explains all details in terms you can understand. My husband who is an attorney and practiced in SC for over 30 years, was also impressed by Mr. Ledbetter's expertise and thorough planning.” - Raynell
Pleased with Real Estate Closing
“We were very pleased with the service this office provided in closing a recent real estate transaction. They were friendly and efficient. We would use their office again!” - Lauren
Thorough and Organized
“Using this firm for my estate planning. Steve is excellent -- thorough and organized. All the staff are friendly, helpful, and know their business.” - Fred
Villa Purchase
“All aspects were handled professionally, timely, and thorough. I felt informed plus communications were excellent including all aspects in working with Jessica.” - Henry
It was a Pleasure
“I was very satisfied with your firm's representation and service. Kim, as I mentioned previously, I appreciate your constant responsiveness when we needed to move quickly. It was a pleasure working with you throughout the process! Steven and Kim, I am happy I selected Ledbetter Law Group. It has been such a difficult time, and knowing you'd walk me through the process was a comfort.” - Susan G.
"I am so grateful to the Ledbetter Group that took such great care of my family and myself. I plan on using your services in the future, and would absolutely recommend you to anyone." - Sean B.
Wholeheartedly recommend
"Steven Ledbetter has been our family's attorney for estate planning for five years. Steven is honest, knowledgeable, patient, and reasonably priced. He has helped us make decisions that insure our family will be prepared. We wholeheartedly recommend him." - C N
"Wonderful experience! Professional, thorough and very kind. Answered all my questions!" - Maribeth
Holiday Closing - Ease
"Loved meeting you. I was impressed with your professional skills and the ease with which you handled our closing. Your warm spirit and cheerful personality were a refreshing change. Thanks again." - Barbara A.
"Kathy, thank YOU for flawlessly implementing a well thought out process by which were able to get our objective accomplished without putting ourselves at risk of the coronavirus. We both thank you for your service." - Bob and Diane R.

Experience the ultimate satisfaction and peace of mind; let the team at Ledbetter Law Group provide consistent, quality representation for you and your loved ones.

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Ledbetter Law Group

229 Pensacola Road
Venice, FL 34285

Hours:
Monday-Friday: 9am-5pm
Saturday-Sunday: Closed

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Call: (941) 256-3965

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Licensed in FL, OR and TX

www.LedbetterLawFL.com

Serving Florida: Surrounding Areas - Venice, Sarasota, Nokomis, Osprey, North Port, Englewood, Lakewood Ranch, Port Charlotte, Punta Gorda, Siesta Key, Longboat Key, Casey Key, Manasota Key, Boca Grande - As well as Real Estate Transactions and Probate in all Florida counties.

Services We Provide

Estate Planning: An estate consists of your home, car, other real estate, personal possessions and financial assets; create your estate plan adhering to your desire and where you want your possessions to go (spouse, family, charity, etc.)
Real Estate / Real Property Law: Selling, buying, leasing land, housing, buildings as well as help with development and use of property.
Asset Protection: Legal process of protecting assets from future creditors - Assets such as cash, businesses, and investments.
Related Litigation: Business disputes, Probate and trust disputes, Nonprofit & charity disputes.
Business & Corporate Law: Business entity formation, description of rights and responsibilities of new corporation, contracts, intellectual property, terms and conditions, and more.

Our Concentrations

Wills, Trusts and Advanced Directives: Last Will and Testament, Revocable Living Trust, Codicil, Amendment, Beneficiary Designations, Durable Power of Attorney, Living Will & Health Care Surrogate
Probate & Trust Administration: Formal, summary & ancillary administration of decedent estates, administration of trusts after death of Settlor, handling claims and rights of beneficiaries
Business Succession Planning: Incorporation, articles of incorporation, bylaws, minutes, resolutions, amended articles, amended bylaws, and reinstatement
Guardianship & Incapacity: Contested, voluntary
Real Estate: Contract for sale, contract for purchase, contract for exchange, deed, affidavit, and closing/settlement services for land, buildings, and homes