Philanthropy and charitable giving is important to some clients.  This can be coupled with the transfer of highly appreciated assets, the sale of a business, or simple motivation to reduce taxes.  Charitable planning includes gifts during one’s lifetime and at death.  The proper implementation of charitable goals and objectives takes great care.  Our charitable planning practice ensures these goals and objectives are met and provides legal counsel regarding the following:

• Charitable Split Interest Trusts
• Private Foundations
• Donor Advised Funds
• Non-Profit Organizations
• Charitable organization governance and compliance