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Charitable Planning

Summary

Charitable planning and gifting techniques are important tools used to assist our clients in meeting their philanthropic and estate planning goals. We assist our clients in maximizing the income, gift and estate tax benefits of charitable planning by structuring and implementing charitable gifting techniques, including:

  • Charitable remainder trusts
  • Charitable lead trusts
  • Charitable gift annuities
  • Outright charitable gifts, including gifts of tangible personal property, conservation easements and appreciated property
  • Bargain sales
  • Private family foundations or supporting organizations