Charitable Tax Planning and Tax Exempt Organizations

Reduce Taxes Through Charitable Giving in Oklahoma

Charitable tax planning can be an effective means to reduce your personal tax burden while also meeting your desire to contribute to your community. Mee Mee Hoge & Epperson PLLP, provides a full range of services for individuals seeking to establish charitable trusts such as charitable remainder annuity trusts (CRATs) and charitable remainder unitrusts (CRUTs). 

We also assist families organize private foundations.  A private foundation can save income taxes during the primary donor's lifetime, and perpetuate the values of the primary donor during lifetime and afterwards.  

Private foundations can be established during the primary donor's lifetime, or at the death of the primary donor. 

Public charities • Tax exempt organizations • Charitable gifts

Whether you are an individual looking for the advantages of charitable tax planning, or an executive of a 501(c)(3) entity seeking experienced legal counsel, you can rely on Mee Mee Hoge & Epperson PLLP with confidence. We are conscious of your need to keep legal costs manageable. We will work toward developing a long-term relationship that will help us understand how your immediate legal needs fit into your objectives for success. When you need large-firm results with the client services only a small firm can deliver, you can rely on us.

In addition, our attorneys work with nonprofit organizations to help implement annuity plans and endowment funds to increase gifts from individual donors.

Nonprofit governance

When you become a board member of a 501(c)(3) organization, you accept legal and fiduciary responsibility for the actions of staff, volunteers, and program participants. We provide legal counsel to boards and can help your members understand what is involved in directing a healthy and successful organization. Through seminars and training we can give your directors confidence to make decisions that will not lead to legal problems.

Contact our office in Oklahoma City, Oklahoma, to schedule a consultation with one of our estate planning lawyers.