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Attorneys
Attorneys are trusted by their clients to provide keen attention to detail and sound guidance through life’s most significant transitions.
Whether you are drafting a will, establishing a trust, or navigating probate, partnering with the Community Foundation of Greater Huntsville enhances these essential services by adding a robust layer of protection to your client’s long-term vision. This collaboration ensures that your client’s charitable intent is safeguarded and that their chosen beneficiaries are managed with the highest level of care, providing a comprehensive solution that honors their values for generations.
Why Include Charitable Giving in Your Conversations?
- Simplified Legacy Language: The Community Foundation provides standardized, vetted language for bequests and beneficiary designations, reducing the administrative burden on your firm.
- Flexibility via “The Letter of Intent”: Instead of updating a complex will every time a client changes their favorite charity, you can draft the will to name the Community Foundation, allowing the client to update their specific beneficiaries through their fund agreements.
- Permanent Stewardship: We ensure that the client’s intent is protected in perpetuity. If a specific non-profit ceases to exist, the Foundation redirects the funds to a similar cause according to the client’s original wishes.
- Accepting Non-cash Gifts: Partner with us to facilitate complex gifts including property, appreciated assets, or retirement assets without your office having to manage gift administration.
