advisor to the advisor
Russ offers consulting services to licensed professionals working with nonprofits, donors, 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 research into and critical analysis of a variety of nontax legal issues relating to trusts, decedents' estates, and future interests. He drafts trial and appellate briefs for lawyers engaged in litigating these matters.
Here is what some of his consulting clients are saying about his work:
"he gives meticulous attention to detail"
"he crafts language that is customized to the client's unique requirements"
"he provides clear, written explanations how the plan works and what the documents are intended to achieve"
"his writing is clear and concise"
"he knows where to look, and what it means when he finds it"
"he knows how to build an evidentiary narrative, how to frame a persuasive argument"
"he situates the argument in its policy context"
He also provides in-depth research into and critical analysis of a variety of nontax legal issues relating to trusts, decedents' estates, and future interests. He drafts trial and appellate briefs for lawyers engaged in litigating these matters.
Here is what some of his consulting clients are saying about his work:
- planning and drafting
"he gives meticulous attention to detail"
"he crafts language that is customized to the client's unique requirements"
"he provides clear, written explanations how the plan works and what the documents are intended to achieve"
- research and writing
"his writing is clear and concise"
"he knows where to look, and what it means when he finds it"
- forensics/briefwriting
"he knows how to build an evidentiary narrative, how to frame a persuasive argument"
"he situates the argument in its policy context"
- actuarial factors
- funding or surrendering a gift annuity,
- reporting a split-interest gift,
- commuting or accelerating a charitable remainder trust,
- valuing a retained life estate,
- discounting the remainder gift in a GRAT,
- converting a QPRT to a GRAT,
- return preparation/review
- 5227s for charitable remainder trusts
- 1041s/5227s for charitable lead trusts
- 990-PFs for private foundations
- 709s for reportable gifts
- 706s for reportable estates and/or to preserve DSUEA
- 1041s for decedents' probate estates and for nongrantor irrevocable trusts