When it comes to planning for major charitable
gifts, clients need lawyers who understand how to make such
gifts in a tax efficient fashion and to carry out an individual
client's charitable objectives. The attorneys in McCarthy
Fingar's Charitable Gift Planning group have the knowledge
and experience to provide services to individual clients and
charitable organizations. Our attorneys counsel local and
national charitable organizations on major gift plans, help
them establish planned giving programs that utilize tax benefits
to increase giving by their donors, and participate in the
planning of large gifts, including the presentation of tax
benefits and the drafting of appropriate agreements to effect
the gifts. We also represent individual clients in the development
and implementation of estate planning strategies that are
designed to minimize or avoid estate taxes through the use
of trusts that provide income/assets to our clients together
with satisfying a client’s charitable wishes. Tax and
estate planning for individual clients frequently involves
utilization of charitable trusts and other split interest
trusts as well as private charitable foundations. For further
information, see our Exempt
Organizations practice area. |
