Estate, Trust & Wealth Preservation

Charitable Planning

We understand that charitable giving is often a significant component of our clients' wealth planning. In this regard, we always strive to ensure that our client's philanthropy is tax-efficient, cost-effective, strategic, and meaningful.

We bring many years of experience in helping clients design their charitable plans, recognizing that it is a mistake to assume that one strategy fits all. We adhere to the philosophy that charitable planning is more than just providing clients with tools and drafting related documentation—it must also involve active listening to our clients to ascertain their charitable giving goals and ensuring that the tools we recommend best meet those goals. We have assisted in the creation and administration of the following planned giving techniques, which have resulted in millions of dollars successfully donated to charitable causes:

  • Private grant-making foundations
  • Donor-advised funds
  • Charitable remainder trusts
  • Charitable lead trusts
  • Charitable bequests
  • IRA distributions or beneficiary designations
  • Gifts of special assets, such as real estate, artwork, and insurance
  • Gift agreements
  • Pledge letters

Our firm has historically been very active in the field of philanthropy, having provided outside counsel to major foundations, as well as to family foundations with a range of asset values. When we advise our clients on tax and related compliance issues and recommend various charitable giving tools, we use the many wonderful sources and extensive knowledge we have obtained from this involvement. In the end, we are excited to assist our clients in making a substantial, positive impact in our society.

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