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Will the Office of Trusts, Estates and Gift Planning accommodate special arrangements for gifts of closely held, restricted, or venture securities?

April 26, 2017ACCOMMODATE arrangements closely estates gift gifts Office planning special trusts

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Will the Office of Trusts, Estates and Gift Planning accommodate special arrangements for gifts of closely held, restricted, or venture securities?

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The Office of Trusts, Estates and Gift Planning has worked effectively with these types of stock. We have streamlined procedures so as not to encumber the donor’s corporate activity, established a special account dedicated to holding securities that are not immediately marketable, and cooperated with donors in sale decisions to avoid control issues for family businesses. Further information is available in the Tools of Gift Planning section at this web site.