Charitable Matters

Charitable Gifting And Tax Planning

In this area of practice, we assist taxpayers with charitable gifting and tax issues, including:

+ Deduction availability and limitations, and planning to maximize deductions for income, gift and estate taxes through proper selection of gift property and timing of gifts
+ Donor advised fund agreements
+ Charitable remainder trusts
+ Charitable lead trusts
+ Other charitable trusts
+ Naming rights issues

Tax Exempt Organizations And Foundations

In this area of practice, we assist taxpayers with:

+ Determining the most appropriate type of organization
+ Formation of private foundations, public charities, and other charitable organizations
+ Guidance and review of entity activities
+ Excise tax and intermediate sanction issues and other limits on entity and donor activities, including review of annual distribution and operational requirements
+ Establishment of gifting and fundraising programs
+ Assistance with exemption application process
+ Donor/entity agreements

Charitable Matters

tax, estate planning, probate, trust & guardianship law and litigation, and related commercial matters