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Culp Elliott & Carpenter Law

Culp Elliott & Carpenter Law

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Charitable Planning

November 10, 2023 by

Charitable Planning

BACK TO Estates & Trusts

Charitable planning is an integral part of many estate plans. Through various charitable planning techniques, we assist our clients in maximizing their income, tax deductions, minimizing income, estate and gift taxes, and achieving philanthropic goals. Whether the charitable plan involves a simple gift of highly appreciated stock, satisfaction of a charitable bequest through qualified plans or IRAs, formation of a private foundation, 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 achieve our clients' charitable goals 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:

  • Pre-liquidity event charitable planning
  • Private foundation structure, formation and administration
  • Supporting organization structure, formation and administration
  • 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

Contact Us

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

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