At LeBlanc Diggins, our estate planning process is centered around listening to our clients and developing appropriate strategies and documents to accomplish their objectives.
We begin by gathering information about a client’s family, their assets and liabilities, and any estate planning, tax, or other concerns and objectives. Some of the documents we prepare are quite simple and are designed to achieve straightforward goals; while other documents are much more complex and are often part of a comprehensive plan to achieve long-term tax and estate planning objectives. These more complex documents might include generation skipping planning, charitable giving, and intricate gift plans that rely on leveraged techniques.
Our paramount goals in every estate planning project are – to listen carefully, to assist clients in identifying their objectives, to develop strategies to accomplish those goals, and to explain the estate planning documents in a way that clients understand their documents, their purpose, and the overall plan.
Many estate planning projects include an element of charitable giving, ranging from simple charitable bequests in a will or trust, to the establishment of a donor advised fund, the formation of charitable organizations that might include private foundations or public charities, the creation and funding of split interest charitable trusts such as charitable remainder trusts and charitable lead trusts, or planning for conservation easements. We work closely with our clients and other professional advisors when appropriate to make certain that the charitable goals are identified and the planning is implemented to achieve the desired result in a way that maximizes the tax benefits available.
We can assist in the ongoing administration of split interest trusts, charitable foundations, and other charitable organizations, as well as help identify the assets best suited to fund the charitable plan.