Charitable Planning

Riar Legal’s Estate and Succession Planning team provides advice on the most advantageous method for carrying out philanthropic wishes. Income, gift and estate taxes, level of control, gift timing, and family member involvement are all factors that we consider when implementing a client’s charitable goals.

We have experience with all forms of charitable planning. Our team helps clients form charitable organizations, including public charities and private foundations. Not only do we form tax-exempt charitable organizations that carry out a client’s charitable goals, we also advise on continuing governance and maintenance issues after an organization’s formation. Our attorneys also have extensive experience establishing various tax advantaged charitable trusts, including charitable remainder trusts and charitable lead trusts.

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