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Trust, Estate & Tax Planning for every stage of your life.

Streamlined Trust & Estate Administration.

Charitable Giving for Maximum Impact

Charitable Giving for Maximum Impact

One of life's best experiences is the opportunity to act generously.

We educate our clients about their options for structuring their gifts and then make full use of corporate matching gifts.

Over our law firm’s 35-year history, we have planned and implemented a charitable bequest exceediing $11,000,000; multiple charitable gifts and bequests in the $1,000,000 - $5,000,000 range, and dozens of smaller gifts and bequests to strengthen our communities, alma maters, the arts, medical research, animal shelters, victims of natural disasters and to support causes at home and worldwide. In 2015 alone, we administered estates that distributed approximately $10,000,000 to charitable organizations in the greater Saratoga County – Capital Region.

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Donor Advised Charitable Funds

Many people are not aware of Donor Advised Funds that offer them most of the benefits of a private foundation with a community fund/foundation doing most of the administrative work. Initial contributions can be as low as $10,000. Donor Advised Funds are available in our geographic area through not-for-profit community funds/foundations in Saratoga Springs, Albany and Lake Placid.

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Charitable Giving by Business Owners

Charitable giving enables you to re-direct some tax liabilities into gifts that will make a significant difference to the causes you support.

Business owners who will be selling their interests can plan ahead to avoid significant capital gains taxes by making a charitable gift of a portion of their business interests.

We welcome the opportunity to help you accomplish your transformative charitable gift.

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