Charitable Gift Planning
We have an extensive practice in planned giving and charitable planning for individuals. Because of our depth of experience in these fields, we also represent many philanthropic individuals in developing and implementing their charitable plans. Our charitable gift planning services for individuals include the creation of private foundations, charitable remainder trusts, charitable lead trusts, gift annuities, lifetime gifts and bequests.
Our clients are successful business people, private investors, entrepreneurs and families whose wealth is self-made or has accumulated over multiple generations. We analyze each situation independently, make recommendations that suit our client’s goals, and work toward full implementation of the chosen strategy. We bring a wealth of knowledge in this area to all client relationships.
Related AttorneysJames N. Duggins Jr. Bradley L. Jacobs