CHARITABLE PLANNING AND TAX-EXEMPT ORGANIZATIONS

Helping individuals and families meet all aspects of their philanthropic endeavors is a regular part of our practice. From counseling clients on particularly complex income, gift, estate and generation-skipping tax issues associated with making charitable donations to creating tax-exempt trusts and foundations, we have extensive experience structuring charitable gifts for donors to reach their charitable goals in the most tax-efficient manner. We plan, implement, and assist our clients with all types of lifetime and testamentary charitable gifts using charitable remainder trusts, charitable lead trusts, private foundations, and other planning techniques. We also represent foundations and foundation board members and counsel them on compliance with the extensive rules applicable to qualified charitable foundations.