Charitable Trusts/Charitable Giving

Health Care

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Stevens & Lee counsels health systems and their foundations on the tax and legal complexities involved in development programs, gift use and fund allocation and in maximizing the value of donors’ gifts. We have broad experience in the areas significant to planned giving, including:

  • Charitable trusts
  • Gift acceptance policies
  • Gift and estate tax planning
  • Interpreting and reforming trusts
  • Probate issues and contested estates
  • Gifts of unusual assets
  • Litigation on behalf of beneficiaries and trustees

We regularly assist our clients in the preparation and implementation of planned giving programs and gift acceptance policies and advise them on the administration of donor-restricted funds.

We also have extensive experience establishing and operating foundations and other charities. Our attorneys are experienced in dealing with the IRS and state tax and charitable trust authorities in obtaining regulatory approvals to form charitable entities.

Christina Burke

Counsel

cbu@stevenslee.com

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Valley Forge: 610.205.6351

Harriet Franklin

Shareholder

hf@stevenslee.com

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Valley Forge: 610.205.6014

E. Thomas Henefer

Shareholder

eth@stevenslee.com

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Reading: 610.478.2223

Daniel J. Hennessey

Shareholder

djh@stevenslee.com

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Valley Forge: 610.205.6011

Reading: 610.478.2093

John M. Hogan

Shareholder

jho@stevenslee.com

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Valley Forge: 610.205.6013

Charles M. Honart

Shareholder

cmh@stevenslee.com

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Valley Forge: 610.205.6017

Joanne M. Judge

Shareholder

jmj@stevenslee.com

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Lancaster: 717.209.5866

Reading: 610.478.2226

Richard J. King

Shareholder

rjk@stevenslee.com

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Wilmington: 302.425.3303

Joseph W. “Chip” Marshall, III

Vice Chairman

chip.marshall@stevenslee.com

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Philadelphia: 215.751.1240

Walter P. McEvilly, Jr.

Of Counsel

wpm@stevenslee.com

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Wilmington: 302.425.3300

Kirsten McAuliffe Raleigh

Shareholder

kmr@stevenslee.com

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Valley Forge: 610.205.6015

Chelsea C. Stine

Associate

csti@stevenslee.com

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Valley Forge: 610.205.6353

Thomas M. Tammany

Shareholder

tmt@stevenslee.com

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Princeton: 609.987.5339

Valley Forge: 610.205.6342

Catherine Reese Urban

Shareholder

cru@stevenslee.com

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Valley Forge: 610.205.6021

Stephanie A. Wilhelm

Associate

sawi@stevenslee.com

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Valley Forge: 610.205.6022

Wilmington: 302.425.3301

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