Charitable giving during the client’s lifetime, at death, or both can result in favorable tax benefits, subject to certain limitations. Our offices can help develop a gifting strategy that will maximize these tax benefits.

Our offices are equipped to advise you in the following areas:

  • Charitable income, estate, and gift tax deductions
  • Charitable lead annuity trusts and Charitable Remainder Annuity Trusts (CLATs and CRATs)
  • Choosing a recipient organization to benefit
  • Deferred Giving