Charitable Planning

Coral Gables, Miami & South Florida Estate Planning Attorney

At the law office of Brian C. Perlin, P.A., we encourage charitable giving. In addition to the many personal rewards inherent in making charitable gifts, many charitable gifts also provide income tax deductions. Some charitable giving strategies can minimize capital gains taxes, increase current income, and may even provide a lifetime stream of income. Charitable gifts can provide an estate tax deduction, which is an important consideration when developing an estate plan.

Making the Most of Your Charitable Giving

We help clients make charitable gifts in the most tax-efficient manner possible, using several different planning strategies.

  • A charitable remainder trust or a charitable gift annuity can provide an immediate income tax deduction, a lifetime stream of income, and a waiver of capital gains taxes owed on contributed property.
  • A charitable lead trust can create an income stream to a charity for a term of years, and the remainder of the trust assets pass to beneficiaries without any estate or gift tax consequences.
  • A private foundation offers control over gifts by placing restrictions on how the gifts are ultimately used by charities.
  • A donor advised fund allows an income tax savings on regular monthly or weekly contributions to churches or charities.

This has been a very general overview of a very complex subject matter; if you are interested in supporting charitable organizations in a tax-efficient manner, please contact me to explore your options.

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Probate is one manner in which estate assets are transferred after death. Since probate can be a lengthy, costly and public process, many people choose to avoid it. Without proper probate avoidance planning, the state will require a probate court proceeding for state residents or those who owned assets in the state. During probate, assets are managed, debts are paid, tax returns are filed along with various court documents, and the estate assets are distributed.

In the absence of any planning to the contrary, your estate will be distributed according to Florida's laws of intestacy. This so-called "default" estate plan might not reflect your wishes. However, if you do plan in advance, you can have your estate administered according to your preferences. A comprehensive estate plan may include a Last Will and Testament, Trusts, Powers of Attorney, Advance Directives and Health Care Documents, all supporting your legal, personal, investment and tax planning purposes.

As our population ages, more and more people will confront elder law-related issues. Elder law is an aspect of estate planning that focuses primarily on the changing needs of people as they age. Careful planning can help you avoid spending down your assets on long-term care. Issues include senior housing and home care, long-term care, or nursing home care, guardianships, health care documents, Medicare planning, and Medicaid planning.

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South Florida Estate Planning Attorney Brian C. Perlin, assists clients with Estate Planning, Elder Law, Probate Court, Probate & Estate Administration, Long-Term Care, Medicaid Planning, Veterans Benefits, Charitable Planning, Special Needs Planning, Estate Tax Planning, Business Succession and Asset Protection, in the cities of Miami, Coral Gables, and Kendal, Florida, and the surrounding areas.


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