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