Levin Schreder & Carey Ltd. is one of the largest law firms devoted exclusively to estate and income tax planning in the Chicago area.

Charitable Planning, Trusts and Planned Giving

Many of our clients have charitable giving goals. To that end, there are several gifting techniques which can be utilized to make tax-effective charitable contributions, often enhancing the amount of assets available for charitable purposes and the estate tax benefits available to our clients. We assist our clients in the creation and administration of charitable remainder trusts and charitable lead trusts, donor-advised funds, private foundations and supporting organizations. Our services also include advice on gifts of appreciated property, creating comprehensive charitable contribution programs as an integral part of an estate plan, and techniques for involving younger family members in philanthropic giving activities.

On the institutional side, we provide guidance to charitable organizations in the administration and creation of effective planned giving programs and compliance with the numerous IRS and local rules related to their operations.