Endowment and Planned Giving for Colleges and Universities

The Firm’s Personal Services/Trusts and Estates Group provides its clients with a full range of services affecting personal planning in connection with the Colleges and Universities Group. These include sophisticated estate planning strategies for senior administrative staff, and consulting services to colleges and universities on deferred giving and other charitable planning matters involving their donors of means. We are also called upon to provide counsel on fiduciary services with some frequency when an institution of higher education is named as a personal representative (executor), trustee, or beneficiary in an estate or trust.

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