Charitable Planning

MLG

The attorneys and staff at Morris Law Group understand the intrinsic value and impact of charitable organizations in our communities and around the world. In fact, our firm prides itself on being involved in a multitude of charities. Many of our clients share our enthusiasm for giving back and seek assistance with planned giving to charitable causes. We work closely with you to help you structure an effective charitable planning structure. We have combined estate planning with charitable giving techniques to help you achieve income, gift and estate tax benefits.

A few of the strategies that we use to maximize tax savings include:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuities
  • Private Foundations
  • 501(c)(3) Organizations
  • Donor Advised Funds

These techniques and variations can be utilized independently or in conjunction with each other to meet each client’s unique personal and charitable goals.

We are also well aware of the wide range of human emotions behind specific charitable passions so we take the time to counsel clients on the most effective and efficient ways to channel those feelings. Whether it’s making a significant gift, memorializing a loved one, a scholarship fund in appreciation of an educational experience, or a private foundation focused on curing a disease affecting loved ones, Morris Law Group can advise you on the best options available when it comes to charitable planning.


** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.

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7284 West Palmetto Park Road,
Suite 101
Boca Raton, FL 33433
(561) 750-3850

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AVENTURA

Aventura Corporate Center
20801 Biscayne Blvd., Suite 304
Aventura, FL 33180
(305) 682-8330

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GERS U.S.A. LLC
2843 Executive Park Drive
Weston, FL 33331
(954) 726-1214

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WEST PALM BEACH

Phillips Point Buildings West Tower
777 South Flagler Drive, Suite 800
West Palm Beach, FL 33401
(561) 750-3850

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