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While all of our Montgomery County and Prince George’s County clients want to provide for the welfare of their families and future generations, many of our clients are also interested in accomplishing philanthropic goals as well.

Charitable Planning in Prince George’s County and Montgomery County

Maryland charitable planning allows you to provide funds to a charity and may provide you with significant tax advantages. When advising our Maryland philanthorpic planning clients, we make sure that we structure their estate and gift plans in a way to maximize the tax benefits for their charitable giving.  Often, we advise our clients on establishing:

  • Private foundations
  • Family foundations
  • Donor advised funds
  • Flip unitrusts
  • Charitable gift annuities
  • Charitable remainder annuity trusts
  • Charitable remainder unitrusts
  • Charitable lead annuity trusts
  • Charitable lead unitrusts

When we advise our clients in Maryland charitable planning, we are careful to comply with Maryland and federal regulations.  We also provide legal advice on trust and corporate governance for charitable foundations.

Tax Benefits of Charitable Planning in Maryland

There are a variety of tax advantages available through charitable trusts, including advantages in income tax, estate tax, and capital gains tax. A Montgomery County Estate Planning Attorney can help determine your options.

The Benefits of Enlisting a Montgomery County Estate Planning Attorney

If you are interested in planning for your future and assisting others through a charitable organization, consulting with a Maryland Charitable Planning Attorney may be beneficial to you. At the Law Office of LaSheena Williams, LLC we can assist you in choosing the best type of trust for your needs. Our goal is to take the time to understand our client’s wishes for their future and to prepare a detailed plan for their families.

If you are interested in learning more about Maryland charitable planning, contact the Law Office of LaSheena M. Williams, LLC.

Charity starts at home.