Charitable Planning, Family Law & Nonprofits
Charitable planning can quickly become complex and highly technical when the tax and financial aspects of planned giving are fully explored. When advising individuals and families, we seek to simplify these complexities and options, and establish a plan that integrates our client’s core values, interests and philanthropic priorities, while maximizing the tax benefits to them. With the plan established, we regularly assist with its implementation through the preparation of the necessary instruments and tax filings. From securing the tax-exempt status for the newly created family private foundation to assisting the established charitable organization with its tax and legal issue, we strive to implement innovative, practical and well-tailored solutions to meet the objectives of our clients.