Private Wealth Services Nonprofit and Charitable Organizations

We have an established practice in charitable planning. This practice area includes the creation of charitable lead trusts and charitable remainder trusts that can have substantial income tax and charitable benefits. We also represent clients in connection with the formation and operation of charitable and other non-profit entities including the preparation of necessary documentation and filings to obtain IRS tax exempt status. In addition, we have experience in representing donors of major charitable gifts to educational, cultural and other charitable institutions in a manner that ensures that their gifts will be used as intended and that the maximum income tax advantages are achieved.