Charitable Planning

We provide tax and legal advice and prepare documentation in connection with charitable gifts and planning, including:

  • Charitable remainder trusts
  • Charitable lead trusts
  • Private Foundations
  • Charitable gifts using IRAs
  • Charitable gifts of property, such as stocks, bonds, securities, automobiles, works of art, aircraft, real property and other items
  • Providing advice and assistance to tax return preparers on compliance and reporting matters