Charitable Planning Attorneys in San Diego

The proper legal guidance is essential for effective philanthropy. Celaya Law has charitable planning lawyers who help clients work through the complex intersection of estate planning and charitable donations. We can show you how to structure a charitable gift to maximize its impact and your potential income tax and estate tax deductions in California.

For many of our clients, creating a legacy of giving is just as important as providing for their families. Charitable giving is a powerful way to support the causes you are passionate about, creating a lasting impact in the San Diego community and beyond. Integrating these philanthropic goals into your estate plan ensures your preferred charity receives your support and can also provide significant income tax benefits for you and your heirs.

Our charitable planning lawyers in San Diego have extensive experience helping clients and their families create strategic giving plans. We combine our deep knowledge of trust and estate law with a commitment to understanding your unique vision and crafting a plan that benefits your chosen charity and financial well-being.

San Diego

Our commitment to the business community goes beyond our legal services. We are proud to help our clients support the local institutions that make San Diego County a vibrant place to live. Whether you wish to support a local university, a hospital, or a cultural institution, we can help you structure your gift to achieve your objectives.

Charitable Giving

Strategic charitable giving allows you to make a significant impact. You can donate various assets, including cash, securities, or real property, using sophisticated planning tools. We can help you explore options beyond simply writing a check, such as using a life insurance policy or creating a donor-advised fund for more flexible giving.

Estate Planning

Charitable planning doesn’t happen in a vacuum. Instead, it must be a core component of your overall estate planning.

We work with you to ensure that your philanthropic pursuits align with your other goals, such as providing for your heirs and minimizing the complexities of probate law. Our integrated approach ensures that all pieces of your estate, from your living trust to your charitable gifts, work together seamlessly.

Charitable Planning

Effective charitable planning involves choosing the right legal vehicle for your donations. We analyze your assets and goals to recommend the best strategy. This could be a simple bequest in your will or a more complex structure like an irrevocable trust. Our estate planners have the practical experience to guide you toward the most effective option.

Charitable Trust

A charitable trust is one of the most powerful tools in estate planning trust probate. We can tailor these legal structures to meet your specific needs. One type of charitable trust is the charitable remainder trust, which can provide you or your beneficiaries with an income stream for life, with the remainder of the assets going to your chosen charity.

Conversely, a charitable lead trust pays the charity for a specified term. Whatever remaining assets eventually pass to your heirs, often with significant estate tax savings. Contact us to schedule a consultation on how to create a charitable trust.

Create a Legacy of Giving

Let us help you make your philanthropic goals a reality. Contact our California office today to speak with our experienced estate planners and learn how we can strategically incorporate charitable planning into your trust and estate plan. Call us to schedule a FREE consultation.