Charitable Planning

Legacy Planning with Charitable Foundations

A greater number of our clients wish to provide a legacy to their favored charities by means of a family or private foundation that survives beyond their lifetimes. As part of the estate planning process our firm assists our clients in creating private foundations, charitable lead trusts, and charitable remainder trusts.

Our firm also assists in:

• Incorporation of Not-For-Profit Corporations.
• Annual preparation and filing of 50l(c)(3) not-for-profit documents.
• Financial management of charitable foundations to ensure the stability of the not-for­ profit and its ability to give for future years well beyond the lifetime of the donor.
• Administration of annual proposals from non-profit groups and distribution of grants.