Charitable Planning

Charitable planning can play an integral role in a client’s overall estate plan.

Whether a client is motivated by potential tax savings, or has purely philanthropic goals, GSRJ attorneys utilize a number of tools to help clients make charitable gifts, such as charitable lead or remainder trusts, testamentary charitable trusts, private foundations, private operating foundations, supporting organizations, and donor advised funds. GSRJ attorneys not only help clients determine which tool will best meet a client’s objectives, they also assist the client with the documents and forms necessary to create and implement the new trust or non-profit corporation and, where necessary, prepare and file the required forms with the Internal Revenue Service and governing state to have the new entity recognized as being tax exempt.

GSRJ attorneys also assist the firm’s clients with the administration of existing and newly created charitable structures. This includes assistance not only with the preparation and filing of applicable federal and state tax returns, but also with the annual or more periodic trust and corporate documentation necessary to maintain proper books and records under state and federal law. The firm’s attorneys also assist clients with identifying and selecting permissible public charities to which charitable grants might be made, as well as the paperwork required to properly select and document such grants. GSRJ attorneys have also had extensive experience in assisting clients with their charitable giving outside of the United States.

Attorney

Leslie C. Giordani
Partner

Ms. Giordani primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.

View Attorney Profile

Derry W. Swanger
Partner

Mr. Swanger has extensive experience in assisting U.S. and non-U.S. clients with the design and implementation of traditional and more sophisticated estate planning and asset protection strategies.

View Attorney Profile

Amy P. Jetel
Partner

Ms. Jetel is focused on the design, implementation, and administration of international trust and entity structures and assists clients around the country and around the world with estate planning and asset protection.

View Attorney Profile

Steven D. Baker
Counsel

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

View Attorney Profile

Lauren Fitte
Associate

Ms. Fitte focuses on the design, implementation and administration of domestic and international estate and business plans for GSRJ’s clients.

View Attorney Profile

Directors

Peggy A. Ugent
Tax & Accounting Director

Ms. Ugent uses her extensive expertise and experience in U.S tax matters to counsel firm attorneys on income and transfer tax considerations.

View Director Profile

Coordinators

Tracy A. Costello
Family Office

Ms. Costello’s primary responsibility is to facilitate the family office support provided by the firm.

View Coordinator Profile

Laura C. Bredeson
Tax

Ms. Bredeson’s primary responsibility is domestic and international tax compliance, and she is an integral contributor to one of the firm’s family office representations.

View Coordinator Profile