Estate planning and probate services

Family foundation counseling

A family foundation can offer many potential estate planning and tax benefits. However, there can be substantial penalties if a foundation doesn’t comply with the cumbersome tax rules and legal issues. We work closely with many high net worth families to create plans that make the most sense personally and philanthropically.

Some of the issues we can help you consider, understand and resolve include:
  • Estate tax minimization
  • Minimization of capital gains tax on the sale of appreciated property
  • Employment for family members
  • Preserving your family name
  • Distribution requirements
  • Strategies to maximize charitable income tax deductions
  • Combining Private Family Foundations with Charitable Remainder and Charitable Lead Trusts
  • Administrative requirements
  • Duties of directors
  • Procedures for awarding grants
  • Succession planning-- Is the foundation perpetual or does it have a "limited life"?
  • Overall best practices



Jeffrey P. Consolo profile image

Jeffrey P. Consolo

Michael G. Riley profile image

Michael G. Riley

Michael P. Witzke profile image

Michael P. Witzke

Katherine Esshaki Wensink profile image

Katherine Esshaki Wensink

Adrianna Agosta Nichol profile image

Adrianna Agosta Nichol

Roger L. Shumaker profile image

Roger L. Shumaker

Bernard L. Karr profile image

Bernard L. Karr

Brian J. Jereb profile image

Brian J. Jereb