Charitable Planning

• Advise concerning the alternative entities available to structure charitable giving by a client or a family and the tax consequences of these alternatives

• The establishment of entities suitable for the form of charitable giving the client has selected, including charitable remainder and "lead trusts," charitable gift annuities and charitable foundations (both private and public)

Attorneys

We have seen an increasing interest among our clients to institutionalize their charitable giving by use of various permanent or term entities. Charitable giving through an entity can not only satisfy the desire of a client to "give back," but in the case of a foundation can serve to educate the younger generation in the importance of charitable support. Our familiarity with the vehicles to accomplish this particular estate planning objective is available to those clients in need of such assistance.

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