Coleman Talley’s estate planning attorneys advise clients regarding charitable giving, requiring a unique combination of technical knowledge of estate and tax law, along with an understanding of charitable objectives. We assist our clients in designing and implementing a strategy to meet their goals. Along with the personal benefits intrinsic to charitable donations, most gifts provide a charitable income tax deduction, while others result in capital gain tax savings or increased income.
Since there are several different methods to make charitable gifts, including charitable remainder trusts, charitable gift annuities, charitable lead trusts, private foundations, and donor advised trusts, our attorneys advise clients on the income, gift, and estate tax consequences of each method. Our attorneys also have experience in the establishment of private and publicly supported charitable organizations.