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Understanding complex legal and related issues is tough enough without having to filter through the legalese. As the Plain English Attorney(TM), Jeffrey G. Marsocci utilizes his knowledge and experience as an attorney licensed in North Carolina and as a Certified Medicaid Planner(TM) nationwide in the U.S. to break down topics such as estate and Medicaid planning, financial strategies, and other topics of interest. For more free information, please go to www.linktr.ee/plainenglishattorney.
Episodes
Monday Aug 18, 2025
Monday Aug 18, 2025
Can You Turn Your Business Into a Charity and Keep the Money?
Spoiler: No, absolutely not.
Let's learn the real differences between private foundations and donor-advised funds, how they work, which one might fit your goals and why trying to cheat the system won’t end well. If you're serious about giving back and want to avoid the legal landmines, watch this before you set anything up.
Check out the YouTube video version here.
📍 If you're based in North Carolina, call 919-844-7993 to schedule your free discovery call.
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