Our attorneys assist individuals, families, and corporations in establishing, maintaining, and operating public and private foundations. We help clients achieve their long-term charitable giving objectives while maximizing tax benefits. Foundations are highly regulated by the IRS and we recognize how important it is that our clients receive the best legal advice in this area. Whether established through the use of an underlying corporation or through the use of a trust instrument, our attorneys are capable of identifying and preparing the necessary documents to establish and operate a foundation. We make sure that the foundations are in compliance with all rules and regulations and otherwise assist clients in the following areas:

  • Assuring that all legal requirements are met for establishment and operation
  • Identifying and defining the purpose(s) of the foundation
  • Preparing the necessary underlying documents
  • Preparing Form 990 income tax returns and understanding the rules
  • Managing and complying with governing requirements