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 law firm practicing in the areas of Estate Planning (Wills and Trusts), Business Law, Organizational Formation, Probate Administration, Real Estate Transactions and Development, Construction Law, Employment and Labor Law, Construction Defect Litigation, and Civil Trials as well as many others.

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