Private Client

Charitable Planning

We have an extensive practice in the areas of planned giving, representation of tax-exempt organizations and charitable planning for individuals. We also, because of our depth of experience in these fields, represent many philanthropic individuals in developing and implementing their charitable plans. We have created many private foundations for our clients as well as a wide variety of charitable trusts. One of our partners, Lawrence P. Katzenstein, is a nationally known authority on planned giving and a frequent speaker at national programs on sophisticated charitable planning subjects.

Planning For Individuals

• Private Foundations
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Charitable Gift Annuities
• Charitable Lifetime Gifts
• Charitable Bequests

Planning For Institutions

• Assist in obtaining tax-exempt status
• Advice regarding charitable operations
• Help developing planned giving efforts