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CHARITABLE PLANNING

In addition to preserving wealth for oneself and family members, many individuals think altruistically and desire to fulfill their philanthropic goals by including charitable gifting strategies as a component of their estate plan.  Such charitable gifts can be planned for and implemented during an individual’s lifetime and/or after death.

Charitable gifting techniques include the creation of private foundations, the use of Donor-Advised Funds (DAFs), and transfers to various charitable trusts, including Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and Charitable Lead Annuity Trusts (CLATs).

NY OFFICE
2511 Avenue I, Suite 102
Brooklyn, NY 11210

NJ OFFICE
7 Sherwood Drive
Lakewood, NJ 08701

Tel: (718) 564-6333
Fax: (718) 564-6330

Tel: (732) 526-6333
Fax: (732) 526-6330