Charitable Planning
Our attorneys are experienced in planning for individuals and couples interested in making charitable dispositions and establishing Donor Advised Funds, Charitable Gift Annuities, Charitable Remainder Trusts, and Private Foundations. We counsel clients to develop the best tax and governance structures to implement their charitable objectives.
We also represent charitable organizations in resolving legal issues arising from the administration of charitable trusts and funds, including petitions for cy pres and equitable deviation to modify outdated restrictions on the use of the trusts and funds.
Recent engagements include:
- Designing Charitable Remainder Unitrusts to be funded with substantial assets for a multi-generational family.
- Preparing custom beneficiary designations for clients with large retirement accounts interested in making charitable donations upon death.
- Petitioning successfully for cy pres and/or equitable deviation for a series of charitable funds held by a large religious non-profit, both in court and in administrative proceedings.
