Practices

Tax & Estates

Charitable Giving & Private Foundations

Charitable giving can be accomplished in many ways: direct donations, charitable trusts and other forms of restricted giving, gift programs, and private foundations. Our attorneys have worked with individuals, families, and companies to structure the most advantageous methods given the tax implications, as well as the client’s situation and goals.  

Private foundations are an increasingly popular type of charitable giving. They are formed for a multitude of nontax reasons: to support the family’s philanthropic interests, instill values in children who are able to administer the foundation, and ensure the good name of the family for generations to come. We have extensive experience in obtaining tax-exempt status for foundations once the client concludes (after reviewing with us the advantages and disadvantages) that a foundation is an appropriate vehicle for him or her. 

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