Charitable Planning

FIND THE SUPPORT YOU NEED

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:

Charitable Remainder Trusts
Charitable Lead Trusts
Private Foundations
Public Charities
Retirement Account Beneficiaries

OUR SATISFIED CLIENTS

Winning Results

“
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.

ESTATE PLANNING CLIENT
“
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.

ESTATE PLANNING CLIENT
“
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.

ESTATE & TRUST DISPUTE CLIENT

Charitable Planning

Practice Areas

Reach Out Today

Winning Results