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:

  • Advising the client on charitable giving techniques
  • Preparation of charitable trusts and creation of private foundations and other not-for-profit entities