Annie Arnold is a retired day school administrator with a modest estate. In this presentation case study, Annie shows that with a testamentary trust and a little time, a little can go a long way for both her family and charity.  MORE »

Ken Kotter is a retired fine arts professor who desires to leave a lasting legacy for his family and charity. In this presentation case study, Professor Kotter revises his will to endow a scholarship fund at his college and create two testamentary charitable remainder annuity trusts for the benefit of his sisters and children.  MORE »