Charitable Planning
We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes.
We review various methods for charitable giving, including charitable annuity trusts and unitrusts, and gifts through private foundations. We assist in establishing private foundations, public charities, and other nonprofit organizations, and in obtaining and maintaining tax-exempt status.
Areas of Practice
We provide comprehensive estate and tax planning legal services to our clients.
Learn more about our Areas of Practice below.
We work with the executors of our clients’ estates in collecting and valuing assets, selling, dividing and distributing property of the net estate to the heirs or legatees.
We offer clients sophisticated and cost-effective techniques and strategies for the protection of their assets, enabling them to better manage risks against lawsuits and to mitigate liability.
We are experienced in analyzing the intricacies of tax issues encountered by “C” and “S” corporations, real estate, various general and limited partnerships, limited liability companies and other organizations.
Our firm works with business owners on exit planning and focuses on the business owner’s needs as well as the needs of the business for sustainability.
We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals, using our knowledge, skills and expertise.