Charitable Planning

We work with our clients to provide tax-efficient strategies to achieve both lifetime and post-death charitable gifting goals. Oftentimes this involves including children and grandchildren as a way to foster values centered on charitable giving. Accordingly, we advise clients on the formation and administration of the following structures:

  • Private Foundations
  • Charitable Remainder or Lead Trusts
  • Donor Advised Funds
  • Mission Statements

For more information, or for specific questions, please feel free to contact us at .