When you want to include charitable contributions in your estate plan, we’ll help you strategize on the best way to do so. You’ll also get the assistance you need with the preparation of the necessary documents and/or entity.
Our typical charitable planning services include assisting with:
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.
During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.