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CHARITABLE PLANNING

Advising clients in Charitable Estate Planning matters requires a unique blend of technical knowledge in estate and tax law, as well as an understanding of philanthropic motivation.  We help our clients design and implement the right planning strategy to meet their charitable goals. 

CHARITABLE LEAD TRUSTS

A Charitable Lead Trust (CLT) is a type of split-interest trust that allows you to transfer ownership of assets to a trust.  The trust creates an income stream to a public charity or private foundation for a specified number of years.  At the end of that time period, the remaining interest is transferred to the beneficiaries of your choice, typically free of estate and gift taxes.

CHARITABLE REMAINDER TRUSTS

Another type of split-interest trust is a Charitable Remainder Trust (CRT).  A CRT lets you convert a highly appreciated asset like stock or real estate into lifetime income.  It reduces your income taxes now and estate taxes when you die.  In addition, you pay no capital gains tax when the asset is sold.  A CRT allows you help one or more charities that have special meaning to you.