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Culp Elliott & Carpenter Law

Culp Elliott & Carpenter Law

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Charitable Tax Planning

November 27, 2023 by

Charitable Tax Planning

BACK TO Tax Planning

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.

Look to Us When You Need:

  • 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

Your dedicated team

William R. Culp, Jr.

Paul M. Hattenhauer

William L. Mills, IV

Benjamin E. Dean

John J. (Jody) Carpenter

Andrew A. Dinwiddie

Corinne N. Spencer

Meghan B. Falk

Seth A. Elizondo

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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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