Planned Giving

Wealth Planning, Trusts and Estates

Stevens & Lee counsels a wide variety of charitable institutions and organizations, including colleges, universities, hospitals and health systems in the tax and legal complexities of development programs, establishing gift acceptance policies, the design and implementation of planned giving programs, the application of gifts, fund allocation, the administration and regulation of donor-advised funds and optimizing the value of gifts.

Institutions and organizations regularly look to Stevens & Lee to answer questions regarding compliance with conditions placed on gifts and the enforcement of pledges, to protect their interests during the administration of an estate or trust and to reform gift instruments to reflect the interests of both the recipient and the donor.

 

McCusker_Heather

Heather Eshelman McCusker

Shareholder

hem@stevenslee.com

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Princeton: 609.243.6433

Nevins_Jen

Jennifer L. Nevins

Shareholder

jln@stevenslee.com

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Reading: 610.478.2243

Reichelderfer_Ann

Ann Reichelderfer

Shareholder

ar@stevenslee.com

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Princeton: 609.987.6655

Thomas_Megan

Megan E. Thomas

Of Counsel

met@stevenslee.com

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Princeton: 609.734.6196

Wagner_Jay

Jay R. Wagner

Shareholder

jrwa@stevenslee.com

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Reading: 610.478.2109

Work_Tom

C. Thomas Work

Shareholder

ctw@stevenslee.com

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Reading: 610.478.2084

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