Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area.

The session will examine a range of giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategies for integrating charitable gifts into broader planning goals will also be explored.

In addition to tools and techniques, the program will highlight key tax considerations—covering income, estate, and gift tax issues—that shape charitable planning. Special attention will also be given to New York rules and unique requirements that practitioners must be aware of.

Finally, participants will come away with best practices for advising clients on incorporating charitable giving into estate plans, ensuring that philanthropic wishes are honored while also maximizing tax and planning benefits.