Charitable Planning and Foundations

Barbosa Legal’s Charitable Planning & Foundations practice advises clients on the formation, governance, and ongoing compliance of charitable organizations, including private foundations and public charities. We guide individuals and families in structuring philanthropic strategies that align with their values while maximizing tax efficiency. Our attorneys provide sophisticated planning in the areas of charitable giving, estate and gift taxation, and generation-skipping transfer tax, ensuring that philanthropic objectives are achieved within a sound legal and regulatory framework.