
Charitable Planning
The Law Office of Brian R. Giaquinto collaborates with individuals, families, and businesses to accomplish their charitable giving goals. We understand charitable giving is often a significant component of our clients' wealth planning. We ensure donor gifts are tax-efficient, cost-effective, strategic and meaningful. We understand that charitable planning involves ascertaining your charitable goals and providing the tools needed to achieve your legacy. We work with clients on the creation and administration of multiple planned giving techniques:
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Donor-advised funds
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Charitable remainder trusts
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Charitable lead trusts
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Charitable bequests
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IRA distributions and beneficiary designations
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Gifts of complex assets, including real estate, business interests, and insurance
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We will negotiate and draft contracts and gift agreements to minimize risks from UBIT, capital calls, and indemnity provisions.