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Charitable Giving

Through our Charitable Giving practice, we guide clients through state charitable solicitation laws and the application of federal and state securities and insurance laws to deferred giving vehicles. This work includes charitable gift annuities, charitable remainder trusts, and pooled income funds, including compliance with the Federal Philanthropy Protection Act of 1995. We have been extensively involved in the establishment and ongoing maintenance of direct and deferred giving programs, charitable remainder unitrusts and annuity trusts, pooled income funds, charitable gift annuities, endowments and donor advised funds, and with the regulatory and statutory compliance issues that affect deferred giving. We monitor our clients’ interests in probate estates and trusts and provide advice on the establishment and maintenance of revocable and irrevocable trusts.