The firm's attorneys offer a full range of legal work pertaining to private foundations and charitable trusts, including the creation and qualification as a tax exempt charitable organization, operational issues, including annual reporting and compliance matters. Services also include research, analysis and advice on other special tax and prohibited transaction issues, including unrelated business income tax, self-dealing restrictions and termination issues. Firm attorneys are frequent speakers on the topic of private foundations on the local, state and national levels, and are authors of published articles on the subject.
Private Foundation Creation and Support includes, not only the legal services described above, but also extends to a broad range of operational and administrative tasks, such as bookkeeping, recordkeeping with regard to the grant approval and disbursement process, and preparation of the annual tax returns. These additional services provide a resource for clients seeking full service with regard to the administrative aspects of the private foundation creation and support.