We work with our individual clients to help them assess their charitable goals and craft charitable trusts, foundations, gift annuities and other transfers to satisfy those goals. In so doing, we help the clients be creative and practical, navigate the parameters created by income, estate and gift taxes, and ensure that the gift benefits the community in the manner which the client intends. We also work closely with community-based and entity-level clients in business organization planning, preparing and filing applications for recognition of exempt status, navigation of IRS regulations for the operation and administration of charitable entities, and the preparation and filing of necessary tax returns.

SKBW areas of law