Charitable Giving

Our attorneys provide advice on charitable giving which results in tax benefits to our clients and the gift benefit to the charity. Our charitable planning is designed to accomplish our clients’ charitable goals by assisting them in carrying out their charitable intent, saving estate and income taxes, and providing for heirs. We advise our clients on the best plan that will meet their charitable goals and we assist with its implementation.

Charitable Planning Services

Assist in applying for and obtaining eligibility in Community and Long-Term Care government assistance programs, including Medicaid (“MassHealth”). MassHealth is a joint federal and state public benefits program which has a complex set of eligibility rules.

Establishment of private foundations;

Creation of public charities; and

Establishment of irrevocable trusts, such as charitable remainder trusts, charitable lead trusts and wholly charitable trusts.

Implementation Services

Create Legal Identity
Register With State Attorney General
File Form 1023 with Internal Revenue Sevice to Establish Non-Profit Status

Support Services

Dedicated Attorney Advisory Service
Administration & Compliance
Research and Issue
Resolution

Advisory Services

Organizational Planning
Advanced Grant Making
Program
Management

Philanthropic Advisory Services

Cody, Cody & McCarthy provides the human touch and expertise to make sure you get the most from our service, your foundation and your philanthropy. We provide assistance to help you achieve your mission, establish an enduring legacy for you and your family, and make a difference to the charitable causes that are important to you. From initial implementation to ongoing support to our philanthropic advisory services, Cody, Cody & McCarthy prides itself on rapid, accurate responses to your needs, working with you each step of the way.

Stephen & Jennifer’s Story

“We believe in giving back. The team at Cody, Cody & McCarthy have made it even easier for our family to make a difference.

We’ve been fortunate over the past few decades to be blessed with success and want to help others by giving back. Mike and Jamie and their team have helped us put together a plan that minimizes taxes and maximizes our contributions to the charities that mean the most to us.”

Stephen and Jennifer T*, Cohasset, on charity and giving back

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This website is intended to provide legal information only. Legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Cody, Cody & McCarthy, LLC. To maintain the privacy of the clients who provided testimonials for this site, their names have been changed or abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results.