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300 Hot Springs Rd
Montecito, CA, 93108
United States

(805) 969-8011

Casa Dorinda offers independence without worry, healthcare without hassle, and a lifestyle tailored to you.  From fine dining to private medical services, our all-inclusive approach to retirement living will leave you thinking: Life is good, but retirement is even better.

About

About Casa Dorinda

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Annuity Trust

An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
 

Annuity Trust for Term of 1 - 20 Years

An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
 

Lead Annuity Trust for Term of 1 - 35 Years

This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.

Lead Unitrust for Term of 1 - 35 Years

This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.

Unitrust

The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.

Unitrust for Term of 1 - 20 Years

A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.

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