Charitable Trusts/Charitable Giving

Health Care

  • Print This Page Email This Page

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.

Franklin_Harriett

Harriet Franklin

Shareholder

hf@stevenslee.com

vcard

Valley Forge: 610.205.6014

Gritz_Clayton

Clayton Gritz

Associate

cg@stevenslee.com

vcard

Valley Forge: 610.205.6359

Henefer_Tom

E. Thomas Henefer

Shareholder

eth@stevenslee.com

vcard

Reading: 610.478.2223

Hennessey_Daniel

Daniel J. Hennessey

Shareholder

djh@stevenslee.com

vcard

Valley Forge: 610.205.6011

Reading: 610.478.2093

Hogan_John

John M. Hogan

Shareholder

jho@stevenslee.com

vcard

Valley Forge: 610.205.6013

Honart_Charles

Charles M. Honart

Shareholder

cmh@stevenslee.com

vcard

Valley Forge: 610.205.6017

Judge_Joanne

Joanne M. Judge

Shareholder

jmj@stevenslee.com

vcard

Lancaster: 717.209.5866

Reading: 610.478.2226

King_Richard

Richard J. King

Shareholder

rjk@stevenslee.com

vcard

Wilmington: 302.425.3303

Marshall_Chip

Joseph W. “Chip” Marshall, III

Vice Chairman

chip.marshall@stevenslee.com

vcard

Philadelphia: 215.751.1240

McEvilly_Walt

Walter P. McEvilly, Jr.

Of Counsel

wpm@stevenslee.com

vcard

Wilmington: 302.425.3300

Moak_Doug

Douglas L. Moak

Associate

dm@stevenslee.com

vcard

Valley Forge: 610-205-6005

raleigh_kirsten

Kirsten McAuliffe Raleigh

Shareholder

kmr@stevenslee.com

vcard

Valley Forge: 610.205.6015

Tammany_Tom

Thomas M. Tammany

Shareholder

tmt@stevenslee.com

vcard

Princeton: 609.987.5339

Valley Forge: 610.205.6342

Urban_Cathy

Catherine Reese Urban

Shareholder

cru@stevenslee.com

vcard

Valley Forge: 610.205.6021

Wilhelm_Stephanie

Stephanie A. Wilhelm

Associate

sawi@stevenslee.com

vcard

Valley Forge: 610.205.6022

Related News

Related Resources