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This is a 2-part series. Part 1 is available HERE.
Alan Gassman recently reviewed a new analytical outline on the charitable options that are available to affluent charitable individuals. The charts and explanations cover many aspects of the various charitable entities and handle different types of assets, entities, and income streams that may be inherited.
Learning Objectives:
- Define important limitations that can catch advisors off guard regarding UBIT, excess business holdings, and direct and indirect self-dealing
- Identify exceptions to the above rules that apply in many circumstances
- Determine entity and tax reporting issues and opportunities
Alan Gassman
Gassman, Crotty & Denicolo, P.A.
President
agassman@gassmanpa.com
(727) 442-1200
Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.
Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.
Karl Mill
Mill Law Center
Founding Attorney
karl@mill.law
(415) 234-3349
Prior to founding Mill Law Center, Karl Mill was a partner at a boutique law firm serving non-profits and their donors. Karl continues to advise a broad range of non-profit organizations, including everything from the most innovative start-ups to some of the largest, most established foundations and charities around the country.
Karl’s philosophy is to apply his years as a lawyer and educator to provide clear, actionable legal advice and support to non-profits. Karl’s areas of expertise include private foundations, public charities, impact investment, social enterprise, and charitable gift planning.
Karl graduated from Columbia Law School in 2013 and practiced trust, estate, and tax law for several years at DLA Piper.
About Our Presenter
Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.
Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.
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