Charitable Planning
Many clients are charitably inclined, both during life and at death, and there are a variety of ways to accomplish this charitable intent depending upon the client’s specific wishes.
Our charitable planning services include, but are not limited to, the following:
- Specific provisions in an estate plan for charitable beneficiaries, including:
- Specific gifts to charity
- Residual distributions to charity
- Coordination with charitable entities to accomplish specific wishes, such as the creation of a scholarship or chair at a university or the creation of a state park
- Charitable planning techniques, including:
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations (creation and ongoing management)
- Creation of non-profit corporations and applying for federal tax exemptions
- Retirement plan distributions to charities