Baker & Daniels legal professionals assist with all aspects of lifetime gifts and charitable deduction when supporting your favorite educational institution, including:
- Counsel on lifetime gifts and the use of the charitable deduction to minimize or delay estate related tax;
- Analysis on the effects of various federal and state taxes as applied to an individual’s assets and assistance in asset planning;
- Preparation of will and trust documents to implement charitable gifts, including charitable lead trusts and charitable remainder trusts; and
- Resolution of will contests and other issues that may arise in connection with the settlement of an estate.