Charitable Planning

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Structuring charitable planning and gifting techniques are important tools used to assist our clients in meeting their philanthropic and estate planning goals. We assist our clients in maximizing the income, gift and estate tax benefits of charitable planning by structuring and implementing charitable gifting techniques including:

  • Charitable remainder trusts
  • Charitable lead trusts
  • Charitable gift annuities
  • Outright charitable gifts
  • Bargain sales
  • Private family foundations or supporting organizations

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Main Contacts

Carlson, Douglas
Cleveland, OH
Knerly, Jr., Stephen
Cleveland, OH

Main Contacts

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Douglas Carlson
Cleveland, OH

Stephen Knerly, Jr.
Cleveland, OH

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Practice Attorneys

Practice Attorneys

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Juan Bendeck
Naples, FL

Douglas Carlson
Cleveland, OH

Arthur Cobb
Cleveland, OH

M. Patricia Culler
Cleveland, OH

Christina Evans
Cleveland, OH

Joanna Feltz
Fishers, IN

Brad Galbraith
Naples, FL
Fishers, IN

Stephen Gariepy
Cleveland, OH

Arthur Gibbs III
Cleveland, OH

Joan Gross
Cleveland, OH

Leslie Johnson
Columbus, OH

Mark Klym
Naples, FL

Stephen Knerly, Jr.
Cleveland, OH

Andrew Krause
Naples, FL

Barbara Levine
Cleveland, OH

Thomas Riley
Columbus, OH

Erica Williams
Cleveland, OH