Planned Gift Design Services
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in-depth research, critical analysis, clear explanations
Russell A. Willis III, J.D., LL.M. offers paralegal consulting services to lawyers working with exempt organizations, contributors, and their advisors in structuring contributions of business and real property interests to serve the mutual advantage of all parties.

He also provides in-depth legal research, critical analysis, and advice on fiduciary income tax and transfer tax planning and trust administration more generally, and is available to prepare a variety of tax returns.

Russ is also available to speak on various topics relating to income and transfer tax planning, particularly with reference to planned charitable gifts. Some of his previous talks are collected here.
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check out our self-study webinar series "PG 103: what every gift planner should kinda know"

    If you are a lawyer looking for expert advice on a complex trust or estate problem or a charitable gift plan, we should talk.

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The paralegal consulting services described on this site are offered only to lawyers.
Russ is not maintaining an active license to practice law.
He is not licensed in Arizona, and he does not offer legal services in Arizona.

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