Estate and Elder Law

Recent Posts

McNees Wallace & Nurick LLC: Tax-Advantage Charitable Giving
Posted on 18 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. If you are charitably inclined, there are tax-advantaged ways to make a gift to a favorite charity while enjoying the income from that gift for your lifetime. Many educational and charitable organizations offer plans that combine... Read More

Morrison & Foerster LLP: Charities, S Corporations and UBIT: Why a Charitable Gift of S Corporation Stock May Not Be the Best Option
Posted on 28 Feb 2012 by Morrison and Foerster LLP

By Danielle T. Zaragoza , Esq., Morrison & Foerster LLP Not all charitable gifts are created equal, and a charity is not required to accept any and all donations of property, especially property that may be difficult to own or liquidate in furtherance... Read More

Funding the Family Foundation: Considerations for Donors of Privately Held Securities
Posted on 1 Feb 2011 by Morrison and Foerster LLP

By Sonja K. Johnson , Esq., Morrison & Foerster LLP Private family foundations have long been a popular vehicle for high net worth individuals to take advantage of valuable tax planning opportunities while maintaining ongoing involvement with the... Read More

Funding the Family Foundation: Considerations for Donors of Privately Held Securities
Posted on 1 Feb 2011 by Morrison and Foerster LLP

By Sonja K. Johnson , Esq., Morrison & Foerster LLP Private family foundations have long been a popular vehicle for high net worth individuals to take advantage of valuable tax planning opportunities while maintaining ongoing involvement with... Read More

McNees Wallace & Nurick LLC: Tax-Advantage Charitable Giving
Posted on 18 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. If you are charitably inclined, there are tax-advantaged ways to make a gift to a favorite charity while enjoying the income from that gift for your lifetime. Many educational and charitable organizations offer plans that combine... Read More

Morrison & Foerster LLP: Charities, S Corporations and UBIT: Why a Charitable Gift of S Corporation Stock May Not Be the Best Option
Posted on 28 Feb 2012 by Morrison and Foerster LLP

By Danielle T. Zaragoza , Esq., Morrison & Foerster LLP Not all charitable gifts are created equal, and a charity is not required to accept any and all donations of property, especially property that may be difficult to own or liquidate in... Read More