We have an extensive practice in planned giving and charitable planning for individuals. Because of our depth of experience in these fields, we also represent many philanthropic individuals in developing and implementing their charitable plans. We have created many private foundations for our clients as well as a wide variety of charitable trusts. One of our partners, Larry Katzenstein, is a nationally known authority on planned giving and a frequent speaker at national programs on sophisticated charitable planning subjects.
Our charitable gift planning services for individuals include the creation of private foundations, charitable remainder trusts, charitable lead trusts, gift annuities, lifetime gifts and bequests. Our clients are successful business people, private investors, entrepreneurs and families whose wealth is self-made or has accumulated over multiple generations.