Charitable Gift and Family Legacy Planning

Putting your assets to good use.

Culhane Meadows private client attorneys have extensive experience with the many options for helping clients meet their philanthropic goals.  We are happy to help clients understand and implement:

  • Tax-efficient current charitable gifting,
  • Creation of donor advised funds,
  • Charitable lead trusts,
  • Charitable remainder trusts,
  • Charitable gift annuities,
  • Charitable bequests, and
  • Private foundations.


Our decades of extensive experience enable us to help our clients confidently choose the charitable options that most closely suit their needs.  Many options demand close coordination our clients’ other advisors and accountants so that the client’s charitable income tax deduction can be accurately anticipated. As in all our work, Culhane Meadows private client attorneys are committed to ensuring that our clients make fully-informed decisions and are not unpleasantly surprised by the costs or other aspects of implementing their planning.  This is as true of charitable planning as any other area.

Some of our clients are individuals who have already taken care of their loved ones and wish to  determine how their additional wealth can have the most impact.  Others are anticipating a large income recognition event in the near future and seek tax efficient ways to benefit both family and charity.  All are people who strongly believe that their assets should not be wasted.

Culhane Meadows attorneys help our clients comprehensively explore the most time and cost-efficient options for reaching their goals.  For example, is a new private foundation the right vehicle for a family to carry out specific charitable goals through succeeding generations or can a donor-advised fund do so?   Can non-cash assets such as stock, real estate, artwork or other unusual assets fund a charitable donation?  We can help you find the right answer.

*Culhane Meadows is ranked by U.S. News/Best Law Firms in Technology Law, Bankruptcy/Reorganization Law, and Information Technology Law. This website and the communications herein may be considered attorney advertising. Previous results are not a guarantee of future outcome. This website is for informational purposes only and does not constitute legal advice. The information herein is not intended to create an attorney-client or similar relationship. Until you establish such a relationship and receive an engagement letter, you have not hired a Culhane Meadows attorney nor become a client of the firm. Whether you are a new or existing client of the firm, Culhane Meadows must determine that there is no conflict of interest and that it is willing and otherwise able to accept the new engagement before representing you on a new matter. Only if and after Culhane Meadows has informed you it is willing and able to accept your new matter should you send the firm any information or documents that you consider private or confidential. Such information will not be treated as private, confidential or otherwise protected from disclosure until Culhane Meadows has communicated in writing that it is willing and able to accept your new matter and provide you with legal counsel. Whether you need legal services and which lawyer or law firm you select are important decisions that should not be based on this website alone.

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