Charitable PlanningAugust 2016
The Estate Planning Group assists clients with all aspects of charitable planning, tailoring our advice to meet specific goals. We counsel on gifts to donor-advised funds and the creation of tax-exempt organizations, including private foundations, supporting organizations, private operating foundations and public charities. We assist in creating these charitable entities and obtaining and maintaining tax-exempt status. Given the complex rules and requirements surrounding tax-exempt entities, we structure our practice to prevent clients from unwittingly straying into problem areas. We use charitable-giving techniques, including charitable remainder trusts and charitable lead trusts, to help clients fulfill their philanthropic objectives.