Gift Planning

Sherman & Howard's wealth transfer and tax planning attorneys recognize that families with significant wealth often need to develop a gifting plan that maximizes the benefits of their estate plan and accomplishes their goals and priorities. This planning often involves income tax issues, transfer tax issues and requires an evaluation of family and charitable goals and priorities. We regularly assist clients in the design and implementation of a gifting plan, utilizing techniques such as 529 Plans and children's trusts, qualified personal residence trusts, grantor retained annuity trust, charitable remainder trusts, charitable lead trusts, private foundations, and donor advised funds.