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Charitable Giving

As you go through the process of planning your estate, you may want to consider how you might incorporate charitable giving into your estate plan. Charitable giving as part of an individual’s estate planning is a vital asset for certain entities such as non-profit companies and religious organizations.

At Palmieri Tyler, our estate planning attorneys assist clients in developing and implementing carefully crafted charitable giving plans to achieve mutual benefit for clients and their selected charities, using such tools as charitable remainder trusts, charitable lead trusts and other gifting strategies. Our services include:

  • Charitable giving plans 
  • Decreasing estate tax liability
  • Charitable giving strategies that maximize benefits of holding assets
  • Charitable remainder trusts 
  • Charitable lead trusts
  • Charitable gift annuities
  • Charitable foundations

 

Estate Planning