Philanthropic Planning is the process of designing a plan to maximize and implement your philanthropic goals. The art of philanthropic planning has long been an area of dedicated focus for The Biggers Law Firm, P.C., and attorney Edward Biggers has gained the esteemed designation of Chartered Advisor in Philanthropy (CAP ®). The benefit of philanthropic planning is that it facilitates those families desiring to make an impact in their community and beyond while allowing them to take advantage of tax savings strategies.
Our work in the area of estate planning, including wills and trusts, has earned recognition from the American College of Trust and Estate Counsel. Additionally, one of our attorneys has attained the distinction of being a Chartered Advisor in Philanthropic Planning (CAP ®). This will better enable us to continue our legacy of advising and representing clients in the area of philanthropic planning.
Many times attaining philanthropic goals are a combination of not only technical knowledge but also creative solutions, so it is essential to retain an attorney who has the complexity of experience and perceptive insight to provide strategies that when implemented actually accomplish the client’s intention. The determination of which strategy to employ in philanthropic planning can be straight forward or involve complex strategies, which will depend on an assessment of the individual client. For example, making provisions in your will or living trust to provide for the support, either a one-time gift or a continued stream of support, to a charitable organization can be strategically done through estate planning tools. Establishing a private foundation is another of the various tools of philanthropic planning that can be implemented to attain your goals.
While there are several different strategies that can be used to accomplish philanthropic objectives, advising a client on the most effective and successful philanthropic plan to implement in order to attain their objectives requires acumen in assessing and blending the interrelated issues involved in the areas of estate, tax and philanthropic planning . For the most successful overall plan an attorney must design a plan that addresses these complexity of issues while accomplishing the client’s charitable intent. The BLF has attorneys with the exceptional ability and insight to counsel clients based on years of experience, dedication and focus in these areas that is rarely matched.
With the in-depth experience and vital knowledge and insight we have gained over years of practice, our highly qualified lawyers assess and blend each client’s unique motives and intentions to create the best strategic plan to be implemented in order to accomplish our client’s most successful and effective overall plan. By focusing a majority of our practice in this area, the BLF has the unique ability to advise our clients in how to attain their intentions based on our vast knowledge and experience in the estate, tax and charitable arenas we have long been involved in. We are able to counsel our clients on how these areas interrelate and the considerations to be calculated in order to blend them and create the most advantageous plan for our clients.
Chartered Advisor in Philanthropy (CAP ®) Designation
Attorney Edward Biggers has gained the esteemed professional designation of Chartered Advisor in Philanthropy (CAP ®), through the American College’s Masters of Science in Financial Services program. As a recognized CAP ® Advisor, you can entrust The Biggers Law Firm, P.C. to guide you with expert advice in the area of wealth management and planning. This commitment and dedication to excel and obtain one of the highest levels of certification gives our clients confidence that when they entrust their matters to us they are receiving the most sophisticated level of service available.
Contact experienced Philanthropic Attorneys
Let our esteemed attorneys at The Biggers Law Firm, P.C. assist you in achieving your philanthropic goals through various gift-planning techniques and strategies. To find out how The BLF can assist you in the areas of philanthropic or estate planning, contact us through this website or call our office in Dallas’ vibrant Uptown area at 214.252.1900.