Charitable planning involves broad themes such as making philanthropy a part of a client's overall estate plan, philanthropic planning for future family generations, the sale or disposition of appreciated assets, and a client's income requirements.

Appreciated capital assets may represent a large part of a client's net worth. This may include a closely held family business, a family farm or other real estate, or marketable securities. If so, the client may be in a position to reap the benefit of some of that appreciation, eliminate the capital gains tax and serve philanthropic goals as well.

The attorneys at Hamilton Faatz, PC assist our clients with an array of charitable planning strategies including:

  • Charitable remainder trusts
  • Charitable lead trusts
  • Pooled income funds
  • Charitable gift annuities
  • Private foundations
  • Donor advised funds
  • Outright gifts

Hamilton Faatz, PC is a Greenwood Village Colorado Estate Planning Attorney and Business Lawyer law firm. We have practiced in the following areas as Elder Law Lawyers, Probate Administration Attorneys, Appellate Attorneys, and Complex Commercial Litigation Attorneys in Greenwood Village, Denver and other areas of Colorado.

We serve the entire of state of Colorado including the following locations:
Greenwood Village, Centennial, Denver, Aurora, Boulder, Longmont, La Jara, Alamosa, Arapahoe County, Denver County, Jefferson County, Englewood, Colorado Springs, Castle Rock, Boulder, Broomfield, Louisville, and Arvada.