Charitable Planning

We provide assistance to clients and charitable organizations in planning charitable transactions and in the formation and operation of charitable organizations. For clients who wish to make charitable contributions, we assist in analyzing the qualification of various charitable gifts for state and federal tax deductions and in determining the most efficient means of making charitable contributions. We work with clients to assist them in making direct contributions as well as planned gifts such as Charitable Remainder Trusts, Charitable Lead Trusts, and Charitable Gift Annuities. Likewise, we assist in the creation and operation of Private Foundations. On the other side, we also assist charitable organizations with the formation and operation issues they face. We take pride in assisting both donors and charities to ensure that the charitable desires and missions of our clients are fulfilled to the fullest extent possible.