Charitable Planning

We analyze and advise upon charitable strategies and techniques. If  the client has charitable goals, and requests ideas for meeting those goals while dovetailing any such planning with their estate plan, if the circumstances justify, we analyze, and then prepare documentation. The issues and strategies are as follows

  • Income Tax Charitable Contribution Deduction
  • Estate Tax Charitable Contribution Deduction
  • Gift Tax Charitable Contribution Deduction
  • Split Interest Charitable Gifts
    • Charitable Remainder Trusts
    • Charitable Lead Trusts
  • Other Charitable Strategies