August 2016

Charitable Planning


The Estate Planning and Administration 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.