& Charitable Planning
In addition to assisting clients in implementing foundational estate planning goals, RMP also helps clients carry out their philanthropic efforts. RMP’s experience includes:
- forming tax-exempt entities, including private foundations and 501(c)(3) charities, as well as advising clients regarding the operation and governance of these entities; and
- implementing charitable estate planning strategies, including all forms of charitable trusts, in order to obtain favorable transfer and income tax savings for the client.
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