wills, trusts & estates

Charitable Planning

We assist our clients in achieving their philanthropic goals, while also enabling them to mitigate income and estate taxes. We assess what options best align with our client’s wishes and desired legacy by exploring everything from direct gifting (during life or from the estate) to establishing Donor Advised Funds to more sophisticated strategies including Private (Family) Foundations, Charitable Lead Trusts and Charitable Remainder Trusts.