Estate planning and probate services

Charitable planning

Overview

Many of our clients have philanthropic objectives. We assist with lifetime and deathtime disposition that accomplish these objectives. Planning strategies can be as simple as an immediate cash gift to as complicated as gifts involving multiple trusts, life insurance, and private foundations.

Our services include preparation of:
  • Charitable remainder trusts
  • Charitable lead trusts
  • Public charities
  • Private (family) foundations
  • Pledge agreements

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