----- The Law Office of Steve Dowdell is now MILESTONE Asset & Estate Planning -----

  • Home
  • About
  • Services
    • Estate Planning
    • Asset Planning
    • Property Transactions
    • Business Law
    • Charitable Giving
  • Testimonials
  • Contact
  • More
    • Home
    • About
    • Services
      • Estate Planning
      • Asset Planning
      • Property Transactions
      • Business Law
      • Charitable Giving
    • Testimonials
    • Contact
  • Home
  • About
  • Services
    • Estate Planning
    • Asset Planning
    • Property Transactions
    • Business Law
    • Charitable Giving
  • Testimonials
  • Contact

Ethical Milestones - Planned Charitable Giving

The ability to give is one of life's greatest milestones. We believe in the power of charitable giving and its ability to make a lasting impact on our community. We are  here to help individuals, families, and organizations navigate the intricate landscape of philanthropy and maximize their charitable endeavors. 


We are passionate about empowering philanthropy for positive change, and it is a very special thing that the community we live in shares these philanthropic goals. We recognize our clients have unique charitable objectives, and tailor our services to align with their values and visions. Planned charitable giving can  donors achieve financial goals involving creation of income streams or tax mitigation.


Whether you are an individual looking to establish a charitable foundation, a family seeking to create a charitable trust, or a corporation aiming to implement a corporate social responsibility program, we have the expertise and resources to guide you through the process. With our deep understanding of tax laws, estate planning, and charitable regulations, we offer comprehensive legal support to help you achieve your philanthropic goals.

get started

Ready to start planning your charitable giving? Contact us today to schedule a consultation.

Schedule Now

planned charitable giving Services

Charitable Entity Formation

Estate Planning for Charitable Giving

Estate Planning for Charitable Giving

We assist clients in establishing various charitable entities, including private foundations, public charities, donor-advised funds, and supporting

organizations. Our attorneys will work closely with you to determine the most suitable entity structure that aligns with your charitable goals and ensures compliance with legal and tax

requirements.

Estate Planning for Charitable Giving

Estate Planning for Charitable Giving

Estate Planning for Charitable Giving

Our team specializes in integrating charitable giving into comprehensive estate plans. We help clients structure their estates to maximize tax benefits,

create charitable trusts, and develop planned giving strategies that leave a lasting legacy while providing for their loved ones.

Tax Planning and Compliance

Estate Planning for Charitable Giving

Tax Planning and Compliance

Navigating the complex tax landscape associated with charitable giving requires expertise and careful planning. Our attorneys provide guidance on tax-efficient giving strategies, including charitable deductions, charitable remainder trusts, charitable gift

annuities, and other tax-advantaged vehicles. We also assist with compliance matters, ensuring that your charitable activities adhere to applicable tax regulations.


Copyright © 2025 Milestone Estate Planning - All Rights Reserved.

Powered by

  • Contact
  • Office Locations

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept