Charitable Giving & Planning
Stokes McMillan Antúnez, P.A. assists clients in achieving their charitable goals, using private foundations, public charities, split interest trusts and direct giving to charitable institutions.
We have an established practice in charitable planning. This practice area includes the creation of so-called “split-interest” trusts (such as the charitable lead trusts and charitable remainder trusts) that can have substantial income tax and charitable benefits. We also assist clients in creating and administering private foundations and public charities. In addition, we have experience in representing donors of major charitable gifts to educational, cultural and other charitable institutions in a manner that insures that the gift will be used as intended and that the maximum income tax advantages of the gift will be achieved.
To assist our clients in their charitable giving and planning, we can help them with the:
- Creation of Private Family Foundations
- Creation of Public Charities
- Creation of Split-Interest Trusts
- Administration of Private Foundations
- Negotiation of Gifts to Charities
- Tax Planning for Charitable Giving