Practices Navigation

Charitable and Foundation Planning

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 the charitable options that are available such as:

  • Charitable trusts including:
    1. Charitable remainder trusts;
    2. Charitable lead trusts;
    3. Donor Advised funds.
  • 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.


Philip L.  Burke profile image

Charitable and Foundation Planning Practice Leader

Philip L. Burke
Direct: 585-987-2850
Fax: 585-987-2950
pburke@woodsoviatt.com

Lawyers practicing in this area: