Charitable Planning

Maximize Your Savings By Spending On A Good Cause in California

Do good and deduct taxes with the right strategy for your legacy

Custom Solutions For Effective Estate Stewardship Since 1997

Charitable giving is a common and important component of many estate plans. In addition to the personal satisfaction that donating to a benevolent cause provides, most gifts also generate a current charitable income tax deduction.

Some giving strategies also produce estate tax deductions, save capital gains taxes, and increase income. The right strategy can even provide you or someone you designate with an income for life.

Many individuals would rather make a charitable gift than pay taxes from their estate, and Merhab Robinson & Clarkson can make that preference a reality. MRC can empower you to leverage these strategies with a remainder trust, gift annuity, or lead trust that ensures your assets are stewarded appropriately in the future.

Extremely Responsive to All My Questions
“I am a trust client of Paula and I cannot say enough positive things about her/their knowledge of trusts and estate planning. She has always been extremely responsive to my questions and concerns and educates me in the process. I have referred my son and a close friend to her, and they are also very pleased. I was referred to her by a friend in family law, and I remain impressed.”

– Anne B., Client

Ms. Robinson is an Excellent Attorney
“Ms. Robinson is an excellent attorney. She and her firm have represented our company as corporate counsel for over 30 years. I have worked with Marla for over 20 years, and she is extremely knowledgeable, articulate, responsive, helpful – the list goes on. She can form a corporation or LLC, write or revise a contract within minutes, and she’s a highly effective negotiator. She and her colleagues have seen us through countless corporate ventures, contract negotiations, employee matters, and more.”

– Aimee M., Client

Timely, Professional, and Reasonable
“Ms. Clarkson inherited me when my attorney left his practice to serve as a judge, so I was a bit apprehensive using this firm initially. But after my first visit, and every time since over the last few years, Ms. Clarkson and her staff have done everything I needed in a very timely, professional, and reasonable manner. I highly recommend this firm for your Estate planning.”

– T. Gibson, Client

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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705