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the administration of charitable trusts and funds, including petitions for cy pres and equitable deviation to modify outdated restrictions on the use of the trusts and funds.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: