Charitable Planning
We advise our clients on and implement charitable planning techniques, both from an estate planning perspective to reduce estate and gift taxes, and from an income tax perspective to reduce income taxes. We have experience drafting sophisticated charitable trusts, as well as creating and administering private family foundations and other not-for-profit entities.
Charitable Planning Services include:
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Advising the client on charitable giving techniques |
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Preparation of charitable trusts and creation of private foundations and other not-for-profit entities |
Practice Areas
 Estate Planning and Business Succession Planning
Business Law
Probate and Estate Administration
Tax Preparation and Consulting
Charitable Planning
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