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Charitable Planning

November 23, 2023 by

Charitable Planning

BACK TO Estates & Trusts

Charitable planning is an integral part of many of our clients’ estate plans. Through various charitable planning techniques, we assist our clients in maximizing their income tax deductions, minimizing their estate and gift taxes, and achieving their philanthropic goals. Whether the charitable plan involves a simple gift of highly appreciated stock, satisfaction of a charitable bequest through qualified plans or IRAs, or a more complex supporting organization designed to hold closely-held business interests, we draw on our decades of experience in estate and tax planning to develop an effective structure to benefit charity in a tax-efficient manner. Once a charitable planning technique is in place, our team of attorneys, accountants and paralegals are skilled at the ongoing administration and implementation of the charitable plan.

We Provide:

Our attorneys provide advice and implementation in the following charitable planning techniques:

  • Pre-Liquidity Event Charitable Planning
  • Private Foundations
  • Supporting Organizations
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Conservation Easements
  • Testamentary Charitable Bequests
  • Giving Your Business to Charity

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Three Morrocroft Centre Suite 400
6801 Carnegie Boulevard Charlotte, NC 28211

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TEL: 704-372-6322
inquiries@ceclaw.com

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