New Address: Chisholm Law Group, LLC – 4550 Montgomery Avenue – Suite 900N – Bethesda – Maryland 20814

Chisholm Law Group, LLC

Schedule Your Consultation: 844-991-1392

Chisholm Law Group, LLC
Schedule Your Consultation

Maryland Charitable Estate Planning That Reflects Your Values

Last updated on August 1, 2025

When you think about the legacy you wish to leave, you want it to reflect your deepest values and priorities. At Chisholm Law Group, LLC, we believe your estate plan should do more than distribute assets; it should honor your life’s work and support the causes you cherish.

Since 1986, our team of dedicated attorneys and lawyers has helped individuals, families and businesses build thoughtful plans that blend generosity with practical solutions. With decades of combined experience, we guide you with clarity and care, ensuring your wishes shape a meaningful future.

Charitable Giving Strategies For Your Estate Plan

Charitable estate planning offers you many ways to support organizations and causes important to you. The right approach can also provide for your loved ones and fit your overall financial goals. Our estate planning attorneys help you consider a range of options, including:

  • Charitable remainder trusts: Provide income to you or your heirs before supporting a charity.
  • Charitable lead trusts: Benefit a charity for a set period and then pass assets to your family.
  • Donor-advised funds: allow you to recommend grants to charities over time.
  • Outright gifts: Made during your life or through your will.

We help you weigh each option’s impact on your estate. Charitable gifts can change how assets pass to your heirs, so it is important to strike a balance between your charitable goals and your family’s needs. Our team works closely with you to design a plan that supports both your loved ones and the organizations you care about most.

Tax Advantages Of Charitable Estate Planning

Charitable gifts can offer significant tax benefits, such as:

  • Income tax deductions
  • Reduced estate taxes
  • Avoidance of capital gains tax

With careful planning, you can maximize these advantages while supporting your favorite causes. Working with an attorney who understands estate and tax planning ensures you make the most of these opportunities while meeting IRS requirements. We take the time to explain your options and recommend strategies that suit your situation.

Schedule A Consultation With A Charitable Estate Planning Lawyer

At Chisholm Law Group, LLC, we are committed to helping you create an estate plan that reflects your values and protects your legacy. Call us at 844-991-1392 or email our team to schedule a consultation with one of our experienced attorneys.