For some clients, philanthropy is a critical part of their estate plan and a means of creating a family legacy. This can involve establishing a private foundation, a donor advised fund or simply legal guidance for significant charitable gifts. It is important that such philanthropy is structured to achieve tax benefits and also to further the donor’s intent.
Werner Law Group offers longstanding experience in the philanthropic legal arena. Karin Werner has given legal advice to nonprofits since 2003 and has taught the Nonprofit Law course at Marquette University Law School since 2008. We will work to understand your particular charitable vision and then guide you toward the appropriate structure to accomplish your goals.
Our services include organizing and maintaining private foundations and public charities, advising on nonprofit operations, including articles of incorporation, bylaws, board governance, and charitable gift substantiation, giving guidance on charitable tax deductions in high-income years, drafting gift agreements on behalf of organizations or donors, and effectuating corporate changes, such as mergers and dissolutions.