Our clients often come to us with a request to help them think about funding charities during their lifetimes and through their estate plans. In addition to thinking about how to structure the gifts to ensure their charitable intent is carried out, many of these clients are also sensitive to the federal and state tax consequences of their gifts. 

I was delighted to have Stephanie Hood return as my guest for this episode of EO Radio Show. Stephanie is a member of Farella's estate planning practice and private client industry group. Together, we discussed the complex rules around charitable giving and some traps for the unwary.