Charitable Planning

The Private Wealth Attorneys at FKW help high-wealth individuals and families, including the fiduciaries who manage their financial assets, maximize the efficient use of financial resources and minimize the negative impact of taxation and future litigation.

When controversies arise in the private wealth management process—among beneficiaries or between beneficiaries and fiduciaries—we use our knowledge of tax law and business practice to structure a solution to resolve the controversy, either through negotiation, mediation, arbitration or litigation. We understand that frequently, legal costs can be devastating to family wealth and an entire fortune can dissipate quickly through litigation. That is why our favorite clients are those with whom we have longstanding relationships, who over time we have empowered and educated so that we can pro-actively position our clients to avoid future litigation.

Charitable giving is integral to many estate plans. We know how to structure it for maximum tax advantage while fully achieving your charitable intentions. Our lawyers coordinate with other professionals as needed to:

  • Obtain and maintain the charitable status of family foundations
  • Plan and implement charitable lead trusts, including charitable lead uni-trusts designed to leverage the generation-skipping tax exemption as well as more traditional charitable remainder trusts
  • Ensure compliance with state and federal regulations on foundation investments
  • Administer large estates through sophisticated split-interest charitable trusts

 

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If you have any questions, or for any additional information please feel free to get in touch with us.

INFO@FKW-LAW.COM