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For Donors & Legacy Builders · Charitable & Legacy Planning
Where philanthropic impact meets tax efficiency. Building the structures that fund your cause and your family simultaneously.
Advanced charitable and legacy planning for Miami’s most impactful donors and founders.
For Donors & Legacy Builders · Charitable & Legacy Planning
Where philanthropic impact meets tax efficiency. Building the structures that fund your cause and your family simultaneously.
Advanced charitable and legacy planning for Miami’s most impactful donors and founders.
Most high-net-worth donors give the way they were taught: by writing a check at year-end. While that supports the cause, it is often the least efficient way to give.
The most effective charitable strategies do more than fund a mission; they simultaneously generate a present-value income tax deduction, remove appreciated assets from your taxable estate, and—in many cases—create a lifetime income stream for you or your heirs.
If you hold appreciated stock, real estate, or a concentrated position heading into a liquidity event, charitable planning is one of the few areas of U.S. tax law where the donor, the family, and the cause all win at once.
Donors with significant low-basis stock or real estate looking to offset a major tax event.
Operators preparing for a liquidity event who want to pre-position assets before the valuation locks.
Multi-generational families using structured giving to teach financial stewardship to children.
Individuals who want to support a cause while securing a predictable, tax-advantaged income stream for life.
We don’t believe in “one-size-fits-all” philanthropy. We build the giving architecture that maximizes your impact while optimizing your family’s tax position.
Pays you or your beneficiary a percentage of trust assets each year for life or a term of years, then distributes the remainder to charity. Generates a present income tax deduction and removes the assets from your taxable estate.
Same idea as a CRUT but the annual payment is a fixed dollar amount. Built for donors who want predictable income.
The mirror image. Pays the charity first for a term of years, then distributes the remainder to your family at a deeply discounted gift tax cost. One of the most powerful intergenerational transfer tools available.
We work with your existing foundation or DAF, or we set one up, and we structure the giving plan around it.
A confidential session to define the impact you want to have and the assets best suited for the gift.
A data-driven comparison of different structures against your specific balance sheet and timing.
A written plan detailing the mechanics of the deduction and the long-term estate tax savings.
Drafting of all charitable trust instruments, foundation documents, and filings.
Direct alignment with the receiving charity, your CPA, and your financial advisor.
Hands-on guidance to ensure assets are transferred in the correct sequence to capture maximum tax benefits.
A confidential session to define the impact you want to have and the assets best suited for the gift.
A data-driven comparison of different structures against your specific balance sheet and timing.
A written plan detailing the mechanics of the deduction and the long-term estate tax savings.
Drafting of all charitable trust instruments, foundation documents, and filings.
Direct alignment with the receiving charity, your CPA, and your financial advisor.
Hands-on guidance to ensure assets are transferred in the correct sequence to capture maximum tax benefits.
The math typically becomes compelling at the $1M+ gift level, especially with appreciated assets. We’ll tell you on the discovery call if a sophisticated trust is the right move or if a simpler vehicle achieves your goals.
Yes. Most of these structures allow you the flexibility to change the charitable beneficiaries over time while the tax benefits remain locked in from day one.
Quite the opposite. The most powerful charitable strategies are “lifetime” tools that provide immediate income tax relief and capital gains deferral while you are still active and building.
Fixed-scope, fixed-fee. We quote the project after our discovery call so you have total cost certainty.
The IRS has strong opinions on how you give. We ensure your giving works for you, not just for them.
Partner · Estate Planning & Asset Protection.
Leslie focuses on estate planning, asset protection, and corporate transactions for domestic and foreign families.
FIU Law J.D. 2009 · Florida Bar · S.D. Fla. · USPTO Reg. 62,918
Tax Counsel · Cross-Border Tax
Francoise advises high net worth foreign and domestic clients on U.S. federal income, gift, and estate tax matters.
UF LL.M. Taxation · St. Thomas J.D. cum laude · U.S. Tax Court