Practice Subgroup

Charitable and philanthropic planning

We regularly provide legal advice to clients on charitable and philanthropic planning. Charitable and philanthropic planning is a present commitment to the future of the charitable, religious, civic and social causes that mean so much to our clients. We work with clients to ensure their charitable and philanthropic objectives are met by utilizing techniques that maximize both income and estate tax savings.

In addition to tax savings, we help clients implement charitable and philanthropic plans that help mentor younger generations in the art of giving. We provide legal advice in a variety of gifting techniques, including lifetime and testamentary gifting, charitable remainder trusts, charitable lead trusts, public 501(c)(3) organizations, private foundations, supporting organizations, donor-advised funds, charitable gift annuities and pooled income funds. When making a difference and passing the charitable and philanthropic torch to future generations is material to our clients, we offer substantive experience, informed creativity and a strong desire to keep our clients' dreams alive.