James H. Lockhart
Attorney and Counselor at Law
Park on Main, Suite 136, 3750 West Main St., Norman, OK 73072 (405)292-5998
giving involves the many ways to give to charitable and religious organizations.
covers outright gifts of property to transfers in trust, such as endowment,
scholarship, revocable charitable trusts, irrevocable charitable trusts,
charitable remainder unitrusts, charitable remainder annuity trusts, charitable
lead trusts, charitable gift annuities, and pooled income funds.
considers the many ways to give with full consideration of the tax and legal
issues surrounding gifts.
may be take place at death or during the life of the donor.
balances the current needs of the donor as well as the short and long term needs
of the charity or church.
may involve control over the process of giving which require the use of private
foundations, supporting organizations and donor advised charitable funds.
It involves assuring that the administration of gifts held in trust are safeguarded and appropriately administered.
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