REASONS TO JOIN COOPERATIVE
The Cooperative permits the Member
to receive additional compensation from certain non-legal,
but law-related
ancillary services, such as trust and foundation administration fees and program
development fees.
Benefits to Members:
▪ Increased sharing of leading information regarding
family foundation planning and the overall field
of charitable
giving; ▪ Greater uniformity of documents and plan design;
▪ Cross-fertilization of planning ideas, document
improvement, and new developments; ▪ Revenues more commensurate with the higher level of
expertise that a good attorney brings to the
creation of family foundations and charitable trusts.
Enhanced Services to Donors:
▪ Improved documents as well as patent pending charitable
remainder trust design;
▪ Improved planning designs with more options and
benefits;
▪ Donors can participate in the Investment Advantage™;
▪ Prestigious local attorneys will provide leadership and
oversight.
The cooperative will have the benefit of leading national
experts in tax and planned giving matters.
