Services Details

Charitable Planning

Charitable planning is a major element of our estate planning services. We assist our clients in creating charitable components to their estate or business succession plans that help them meet their charitable goals while taking advantage of available tax benefits. We have experience in establishing all types of charitable planning vehicles. As attorneys, we have served as directors or trustees of foundations, community foundations, and other public charities. Thus, we have significant experience in looking at charitable planning from the organization’s point of view as well as from the client’s perspective. We have advised clients about all aspects of charitable giving, including life estates, charitable remainder interests, Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), gift annuities, family foundations and donor-advised funds through community foundations or other charities.
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