Planned Giving

Our Planned Giving practice group crafts custom solutions to allow our clients to structure substantial charitable gifts in the manner that is most tax-efficient while also consistent with their philanthropic and family goals. We have specific niches in structuring business sales to third parties and intergenerational family business transfers, complex gifts of noncash assets such as real estate, business interests, artwork, and collectibles, and representation of successful authors and artists engaged heavily in philanthropy. Additionally, we assist our planned giving clients with more traditional needs, including:

  • Bequests
  • Controversy work with the IRS, FTB, and the California Attorney General
  • Pretransaction Analysis
  • CRTs, CLTs, DAFs, Gift Annuities, Pooled Income Funds, Private Foundations, and Supporting Organizations
  • Integration of Planned Giving with overall Estate Planning goals

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