Olympic National Park Queets Rainforest Photo by Gerald B. Treacy, Jr.

Charitable Trusts

Treacy Law Firm, PLLC serves its clients in the drafting, implementation, and maintenance of charitable trusts, including the following:

  • Charitable Remainder Unitrusts (CRUTs)
  • Charitable Remainder Annuity Trusts (CRATs)
  • Charitable Lead Unitrusts (CLUTs)
  • Charitable Lead Annuity Trusts (CLATs)
  • Annual IRS and state and local filing requirements
  • Other charitable trust services.

Mr. Treacy has co-authored a complete set of charitable trust forms for one of the largest universities in the Pacific Northwest. He has also co-authored the set of charitable trust forms utilized by one of the largest Pacific Northwest banking institution, and has lectured and written extensively in the area of charitable trusts. Among his many publications on charitable trusts are: “De-UBIT-izing CRTs: Recent Rulings,” Tax Management (Online) (May 2004), and “Accelerate Your Charity’s CRT Interest,” Planned Giving Today (April 1996). Mr. Treacy is listed in Who’s Who in America.