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Planned Giving

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For questions about, or assistance with:

Bequests and estate planning 

Susan Christopher, Attorney at Law is a Trinity alumni parent of Trey and Hobbs Christopher and a beloved member of our Trinity family.  

"Estate Planning doesn't have to be intimidating, hard, or expensive, but it does need to be done!"

Phone: 661-904-1716

Email:
sm_christopher@live.com

CA Bar #226223

Charitable remainder trusts or charitable lead trusts 

Randy Huston, CFP, is a longtime friend of Trinity Classical Academy.

Yellowstone Trust Administration, Inc.
2070 Overland Ave.,
Suite 104
Billings, MT 59102

Randy Huston's direct lines:
Phone: 800-572-6394
Fax:      623-234-3828

Website:
www.yellowstoneta.com
Email:
yellowstoneta@yellowstoneta.com

Life insurance, Beneficiary Designations, IRA roll overs and financial planning expertise

Terrance “T” Meyer is a Trinity dad with a wealth of knowledge and experience.  T and Vanessa’s daughter Abigail is a Trinity upper school student.  

Terrance Meyer Jr., CLTC
Wealth Management Advisor
23822 Valencia Blvd Suite 205
Valencia, CA 91355

Office: 661-888-4543
Cell: 818-400-3085
Fax: 661-235-6161

Email:
t.meyer@nm.com
 

All consultations are completely confidential

To discuss giving to the mission of Trinity, please contact Camille Fay, Director of Development
661-296-2601
development@trinityclassicalacademy.com

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