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Services
Legal Services
Our Partner Firm: Francis J. Mirabello, Partner, Morgan Lewis & Bockius LLP. One of the nation’s top charitable gift and estate planning attorneys, Frank Mirabello serves as legal counsel to some of the most prestigious charitable institutions in the U.S. Frank and his associates are available to our clients on an a fee-for-service basis.
Services include:
- Charitable gift and estate planning for high net worth individuals
- Drafting of trust documents, including charitable remainder trusts, pooled income funds, and charitable lead trusts
- Gifts of hard-to-value non-cash assets, including real estate, partnership interests, and closely-held stock.
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