Estate Planning and Probate Business Planning Tax Controversy Charitable Planning Employee Benefit Planning The firm assists clients on defining and achieving their charitable goals. We advise clients on alternatives for charitable giving during life and at death, including estimating the income and estate tax savings from charitable giving. We assist clients in creating and operating split interest charitable trusts and provide advice on their formation, qualification, and operation as well as their termination. The firm also helps clients establish tax-exempt organizations, such as public charities and private foundations. We provide assistance on creating the tax-exempt entity, obtaining tax-exempt status, funding the entity, making distributions for charitable purposes, and other matters related to operating the public charity or private foundation. We also provide counseling on income and excise tax, avoidance of tax penalties, and retaining tax-exempt status for the tax-exempt organization. Kroney Morse Lan, P.C.     12221 Merit Drive, Suite 825    Dallas, Texas 75251    Phone 972-386-8500    Fax 972-701-0307 Copyright © 2013 Kroney Morse Lan, P.C. All rights reserved.