Advised in a complex estate matter under urgent court deadlines to redirect $5M to a local charity in lieu of paying estate taxes by use of a successful disclaimer.
Helped a community foundation restructure from a trust to a corporation to enable in-house donor-advised fund capabilities.
Prepared estate plan for married real estate investors with out of state properties, LLCs, and young children with high growth potential.
Advised a large donor with a tax benefit analysis between a conservation easement, gift of a life estate, or a charitable trust for a uniquely situated real property adjacent to a national park.
Advised a donor-advised fund on program related investments related to a charitable organization and multifamily housing.
Prepared hundreds of estate plans for clients with closely held business, minor children, wayward children, no children, blended marriages, and family inherited assets.