Services
Charitable planning.
Explore ways to include charitable intentions in your estate plan.
Structuring your giving
- Drafting specific charitable bequests in wills or trusts
- Establishing charitable remainder or charitable lead trusts
- Coordinating beneficiary designations for retirement accounts
- Advising on the creation of private foundations or donor-advised funds
Many clients want to leave a portion of their legacy to the causes they care about. We discuss the various legal tools available for charitable giving and help implement the approach that best fits your goals and overall estate plan.
A careful scope
The services appropriate for your matter depend on the facts, applicable law, and our agreed engagement.
A thoughtful next step
Let's talk about your next step.
Tell us the general nature of your inquiry. We can discuss whether our practice is a fit and how to begin.