The estate planning attorneys at Stein Sperling understand the significance of integrating charitable giving into your estate plan to leave a lasting impact on causes close to your heart. Whether you’re considering a straightforward charitable bequest in your Will or exploring more complex strategies such as charitable remainder trusts (CRTs), charitable lead trusts (CLTs), Donor Advised Funds (DAFs), or private foundations, our experienced team is dedicated to guiding you through the intricacies of charitable planning. Drawing from our extensive work with public charities and tax-exempt organizations, we provide comprehensive insights to help you align your personal goals with effective charitable strategies.

For those seeking to support charitable causes while also benefiting from potential tax advantages, we offer a diverse range of strategic options. Charitable bequests in your Will, revocable trust, or retirement accounts enable you to designate charities to receive assets upon your passing, accompanied by a charitable estate tax deduction for your estate. Alternatively, vehicles like gift annuities, CRTs, and CLTs offer structured approaches to manage charitable donations, potentially reduce estate taxes, and provide income streams for family members or beneficiaries. Our goal is to assist you in identifying the optimal solution that aligns with your long-term estate planning objectives.