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Representative Cases and Matters for Charitable Gift Planning

Charitable Gift Planning - Exempt Organizations - Charitable Split-Interest Trusts

Charitable Split-Interest Trusts - $30 Million Gift

McCarthy Fingar's Charitable Gift Planning lawyers work with clients to accomplish their charitable objectives in the most tax efficient fashion. Here, Philip T. Temple represented a family with a substantial art collection with charitable intentions. Phil developed a plan to make a charitable gift of the art collection through the use of charitable split-interest trusts, culminating in a $30 million bargain sale to a major university art museum while taking care of the family's needs.


Charitable Gift Planning - Exempt Organizations - Taxation - Private Letter Rulings from IRS

Split Interest Charitable Trusts - Private Letter Rulings from IRS

As part of our work, McCarthy Fingar's Charitable Gift Planning and Taxation lawyers sometimes seek a Private Letter Ruling from IRS to insure that a proposed transaction will receive the desired tax treatment for a client. Here, Phil Temple obtained Private Letter Rulings from IRS for major charitable clients regarding split-interest charitable trusts in order to insure that donors received a charitable deduction for a charitable gift.