The art of representing people

Charitable and Foundation Planning

Practice Leader:

Philip L. Burke
Phone #: 585-987-2850
Fax #: 585-987-2950
Email: pburke at woodsoviatt dot email_domain_ext
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Giving back to the community is often an integral part of a client's estate and tax plan.  In this era of government reductions in the support of charitable entities, the individual donor  is often called upon to help keep deserving charitable organizations up and running.  The income, gift and estate tax benefits of charitable giving often require implementing sophisticated techniques and the understanding of which techniques will work best for you.

The attorneys in our group regularly counsel clients on various aspects of the charitable options that are available such as:

  • Various charitable trusts including:
    • Charitable remainder annuity trusts;
    • Charitable remainder unitrusts;
    • Charitable lead trusts;
    • Pooled income funds
  • The creation of charitable foundations, including public charitable entities and private "family" foundations.

We also provide advice and counsel on the various income, gift and estate tax issues involved with these charitable techniques.

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