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Charitable Donations Estate Planning

Kohrman Jackson & Krantz LLP

The Role of AI in Estate Planning: Benefits and Limitations

As AI increasingly becomes part of our everyday lives, individuals and families are exploring the use of AI programs to prepare estate plans. The answer to whether AI can be used for this purpose is, of course, yes. AI...more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: April 2024 Issue

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Check out our April Elder Law and Special Needs newsletter! Our legal team explores important topics including beneficiary designations and the recent updates to the Medicaid divisor, which came into effect this month....more

Mandelbaum Barrett PC

The Importance of Charitable Beneficiary Planning: Lessons from the Matter of the Estate of Heinecke

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The recent Appellate Division decision, In the Matter of the Estate of Heinecke, serves as an important warning to those who have named charitable organizations as beneficiaries in their Last Will and Testament. The case...more

Rivkin Radler LLP

The New York State Estate Tax Cliff and the ‘Santa Clause’ Fix

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New York has an “estate tax cliff,” which can result in heirs paying New York estate tax at a rate exceeding 100%. The current per-person NYS estate tax exemption is $6.94 million, which is the amount you can leave to your...more

Nutter McClennen & Fish LLP

Legacy Matters (Spring 2024)

Welcome to the spring edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics. In this issue, we analyze charitable deductions and required recordkeeping...more

Walkers

Jersey's Royal Court holds that property of invalid non-charitable trusts can go to charity

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Jersey's Royal Court has confirmed the existence of rules in Jersey law that: Where a trust seeks to provide for mixed charitable and non-charitable purposes, the non-charitable purpose can invalidate the charitable...more

Adler Pollock & Sheehan P.C.

Charitably Inclined? Consider Pairing a Donor-Advised Fund with Your Estate Plan

If charitable giving is high on your objectives list for your estate plan, one option to consider is using a donor-advised fund (DAF). Indeed, DAFs have been steadily growing in popularity in recent years....more

Lasher Holzapfel Sperry & Ebberson PLLC

2024 Estate Planning Opportunities

The start of a new year is a great time to review your current estate plan or consider creating one. 2024 brings a number of opportunities for creating an estate plan, pursuing gifting strategies, and considering...more

McDermott Will & Emery

West Coast Forum 2023 | Key Takeaways

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McDermott’s Private Client Practice led interactive discussions on a broad range of topics pertinent to ultra-high-net-worth families, their family office representatives and other advisors at our Private Client West Coast...more

Nutter McClennen & Fish LLP

Legacy Matters (Fall 2023)

Welcome to the first edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics. ...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, November/December 2023

How planning can minimize the impact of income taxes - Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax....more

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Considerations for Year-End Preparations

As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning...more

ArentFox Schiff

Estate Administration – The Not-So-Hidden Exception to Self-Dealing Prohibitions

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Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families....more

Blank Rome LLP

A Promise Is a Promise: The Enforceability of Charitable Pledges under New York Law

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Charitable contributions are often utilized in estate planning to assist a client not only in supporting his or her favorite charities but also to reduce tax liabilities both during life and at death. However, before clients...more

Farella Braun + Martel LLP

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for...more

Farella Braun + Martel LLP

Charitable Bequests With Guest Stephanie Hood

Welcome to EO Radio Show – Your Nonprofit Legal Resource. Our charity clients often come to us with a request to help a major donor think about a special gift to the charity, and sometimes we also get pulled in to help the...more

Brownstein Hyatt Farber Schreck

Conservation Easements: Federal Safe Harbor Language for Extinguishment and Boundary Line Adjustments

On Dec. 29, 2022, the United States Congress passed the SECURE 2.0 Act of 2022 (SECURE Act 2.0). Section 605(d) of the SECURE Act 2.0 gave conservation easement donors a safe harbor to amend provisions relating to...more

Bowditch & Dewey

Beyond Taxes: 10 Important Reasons Why Everyone Needs an Estate Plan

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People often assume that if their estate isn’t taxable, they don’t need to have an estate plan. In 2023, a Massachusetts estate tax return must be filed if the value of the deceased person’s gross estate exceeds $1 million. A...more

Downey Brand LLP

Charitable Bequest Allocation Turns on Donor’s Expressed Intent

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Charities sometimes spar over entitlement to bequests and other planned gifts. Occasionally, their disagreements become epic legal battles that span many years. In Breathe Southern California v. American Lung Association...more

Lasher Holzapfel Sperry & Ebberson PLLC

Estate Planning 101: Making Bequests to Charity

Many clients opt to make charitable donations to further charitable intentions and to perhaps help reduce estate tax exposure in the process. Charities often fulfill needs and perform work that the government does not...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Woods Rogers

‘Tis the Season (For Charitable Giving)

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The year-end is approaching, but you still have time to work on your 2022 tax planning. Consider giving to your favorite charity to make this holiday season merry. Planned charitable giving provides you a way to maximize...more

Schwabe, Williamson & Wyatt PC

Issues to Consider for Estate Planning and Business Transitions Before Year-End

With the end of the year just around the corner, it’s a good time to reassess plans and action-items. When reviewing your year-end estate planning or business transition concerns, there are several things to contemplate and...more

Lowenstein Sandler LLP

Hedge Fund Guy and the Terrible, Horrible, No Good Very Bad Statue

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Host Warren K. Racusin, partner and Chair of Lowenstein’s Trusts & Estates practice, talks about how to incorporate charitable giving into your estate plan. Partner Leslie P. Adamo, Vice Chair of the firm’s Tax group,...more

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