Many of our clients find that providing for a favorite charity or charities helps them support the programs and institutions that are most important to them and can be a meaningful way to preserve their legacy. Our firm has substantial experience in assisting clients in structuring charitable gifts to achieve the client’s goals, as well as to maximize the tax benefits of this type of giving.
Our experience includes helping to structure charitable trusts, as well as assisting in the proper structure of gifts of tangible assets and real property. We can also help you determine which of your financial assets you should use to make your gift in order to maximize your tax benefits. If this type of legacy is of interest to you, we can help you have a lasting impact on your community, your favorite institution of higher education, or your church or religious institution.