Trusts and Estates

Charitable Giving and Planning for Charitable Organizations

At Kurzman Eisenberg Corbin & Lever, LLP, we advise our clients on ways to achieve their charitable goals in a tax efficient manner, both during life and in their estates. We also represent public charities and private family foundations. Aspects of the charitable planning practice at the Firm include:

• Tax planning for charitable giving
• Creation and administration of private family foundations and public charities
• Obtaining and maintaining tax-exempt status
• Negotiation of gifts to public charities and preparation of pledge agreements
• Negotiation of family agreements concerning distribution of charitable assets
• Representation with regard to inquiries from the IRS and the charities bureau of the New York Attorney General’s office
• Preparation and review of income tax returns for exempt Organizations
• Assisting clients in creating planned giving programs