401 W. Colonial Drive, Suite 802
Orlando, FL 32804-6830 (Map)
407-648-1470 (Phone)
407-648-1196 (Fax)
Charitable Planning
A tax-favored transfer strategy is the transfer of family assets to public and/or private charities. These charities often include family foundations that are managed by family members. The family retains control over the gifted assets and access to income generated by these assets.