Each year, Americans give billions of dollars to charity, often without fully understanding the significant tax benefits that can further strengthen their own finances. Van Winkle guides individuals in developing and implementing creative planned-giving strategies that help both the donor and the recipient. These savings increase with the complexity of the charitable giving strategy, reducing income taxes and minimizing or even eliminating estate and capital gains taxes. Certain trusts can even increase retirement income. Our attorneys guide clients in determining the best way to benefit their preferred cause. In the event that the client chooses to set up a private foundation, Van Winkle pools the resources of several practice groups to provide business planning, taxation, administrative law support, and more.

Charitable & Conservation Planning Law - Types of Services

• Incorporation of charitable non-profit organizations
• Development of private and community foundations
• Charitable remainder and lead trusts
• Charitable gifts and bequests
• Donor advised funds
• Ongoing management and advising