Charitable Contributions and Planning

Charitable giving can be a very important component in our client’s personal planning. Reinhart Trusts and Estates attorneys understand how important charitable planning is for many of our clients. We are able to guide our clients through a sea of various options to ensure the plan best fits our client both from a philanthropic and tax efficient point of view. We will listen to our clients to get a true understanding of their goals and desires, and then work with them to accomplish just that.

In establishing a charitable giving plan, we will discuss the particular interests of the client and their family, whether they actively want to be involved with the gifting on an ongoing basis and the timeframe they have in mind.

Reinhart Trusts and Estates attorneys will also ensure that our clients will receive the most favorable tax treatment possible. Tax benefits can include acceleration of the income tax deduction, avoidance of the percentage deduction limitations, and leveraging of the existing gift, estate and generation skipping transfer tax exemptions.

Reinhart Trusts and Estates attorneys are experienced in utilizing a wide variety of charitable vehicles and options, such as charitable remainder trusts, charitable lead trusts, IRA charitable roll overs, private foundations and outright charitable bequests.