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CHARITABLE GIFT PLANNING

We have an extensive practice in planned giving and charitable planning for individuals. Because of our depth of experience in these fields, we also represent many philanthropic individuals in developing and implementing their charitable plans. We have created many private foundations for our clients as well as a wide variety of charitable trusts.  

Our charitable gift planning services for individuals include the creation of private foundations, charitable remainder trusts, charitable lead trusts, gift annuities, lifetime gifts and bequests. Our clients are successful business people, private investors, entrepreneurs and families whose wealth is self-made or has accumulated over multiple generations.

TCLE

Liens from Deferred Estate Tax; Grantor Trusts & Basis Step-Up; Gifts of Business Interests

Fiduciary Income Tax Refresher and Update 2022

When a Gift Is Subject to Income Tax; Beneficiary Deemed-Owned Trusts; Making Large Taxable Gifts

Fiduciary Income Tax Refresher and Update 2020

Charitable Giving for Institutions of Higher Education

Planning for Business Exits from C Corporations; Intrafamily Business Transactions; Other Developments

Defined Value Clauses; S Corp. Distribution of Property; Traps Donating a Business to Charity

Publications

Legacy Advised Funds: Finally, here’s something to “LAF” about

What you need to know about recent changes to New York’s power of attorney law

Amendments to the Illinois Residential Real Property Transfer on Death Instrument Act make significant changes

2021 is the last year for retirement plan unlimited ‘Quasi-Rollover’ to charity

CARES Act implications for charitable giving during COVID-19

The tax laws changed. Should your business and estate plans change too?

New tax law’s doubling of estate tax exemption compels a review of your estate plan

Why donor advised funds are useful for year-end charitable giving

Blog Posts

Life insurance death benefit may be subject to income tax

IRS issues proposed regulations regarding net investment income tax of private colleges and universities

Highlights from the Simply Tax podcast: How to choose an entity for a family business

Highlights from the 2017 Heckerling Institute on Estate Planning

News

Business Journal Highlights Larry Katzenstein’s Tiger Tables Software

Larry Katzenstein Honored with Estate Planning Lifetime Service Award

Thompson Coburn attorneys included in Chambers’ 2019 High Net Worth guide

Thompson Coburn attorneys receive high marks in Chambers’ 2018 High Net Worth guide

Larry Katzenstein, Tom Corbett retain high rankings in Chambers’ High Net Worth guide

Congratulations to our 14 'Lawyers of the Year' for 2018

Tom Corbett, Larry Katzenstein featured in Chambers’ inaugural High Net Worth guide

Congratulations to the new Thompson Coburn partners for 2016

25 Thompson Coburn attorneys recognized in 2015 Chambers USA

Georgia Demeros named a ‘Five Star Professional’ for estate planning

Congratulations to our 15 St. Louis ‘Lawyers of the Year’

Saint Louis Legacy Awards honor Dale Knight, Larry Katzenstein, Covenant Place

27 Thompson Coburn attorneys recognized in 2014 Chambers USA

Thompson Coburn officially launches Los Angeles office

Jackie Dimmitt joins Private Client/Tax group as counsel

Private Client Group transfers more than $1.2 billion in assets

Larry Katzenstein offers charitable organizations guidance on tax fallout of ‘fiscal cliff’ law

Leading philanthropy company names Larry Katzenstein to advisory board

19 Thompson Coburn partners named 2013 St. Louis Lawyers of the Year

Senior Counsel
Washington, D.C.

Henry's tax practice work emphasizes partnerships, limited liability companies and nonprofit organizations.

Henry's tax practice work emphasizes partnerships, limited liability c...

Henry Bettendorf
Partner
New York

A fellow of the American College of Trust and Estate Counsel, Ninette works closely with clients and their families to create comprehensive multi-generational estate plan...

A fellow of the American College of Trust and Estate Counsel, Ninette works...

Ninette Bordoff
Partner
Chicago

Sarah helps individuals, families, and closely held businesses owners identify their goals with regards to safeguarding and transferring their assets and then develops an...

Sarah helps individuals, families, and closely held businesses owners ident...

Sarah Chang
Partner
St. Louis

Tom's practice focuses on the areas of estate planning and administration, federal estate and gift tax compliance and controversy, organizational, tax and succession plan...

Tom's practice focuses on the areas of estate planning and administration, ...

Tom Corbett
Partner
St. Louis

For 35 years, Steve has focused his practice on succession planning for family businesses, including the areas of estate planning, taxation, estate and trust administrati...

For 35 years, Steve has focused his practice on succession planning for fam...

Steve Cupples
Partner
Chicago

Georgia serves as an estate planning advisor and personal general counsel to closely-held businesses, business leaders and other individuals.

Georgia serves as an estate planning advisor and personal general counsel t...

Georgia Loukas Demeros
Partner
St. Louis

Jackie's practice is focused on representation of individuals and families in the areas of estate planning and charitable giving and representation of nonprofit organizat...

Jackie's practice is focused on representation of individuals and families ...

Jackie Dimmitt
Partner
St. Louis

Laura's practice is focused on all aspects of estate planning, including the preparation of estate planning documents, probate and tax law, tax planning and business succ...

Laura's practice is focused on all aspects of estate planning, including th...

Laura Duncan
Senior Counsel
St. Louis

Jim serves as a key advisor to regional medical groups on the full spectrum of business and regulatory issues they encounter while providing medical services.

Jim serves as a key advisor to regional medical groups on the full spectrum...

Jim Fogle
Partner
St. Louis

Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses.

Steve is a nationally recognized practitioner in the areas of estate planni...

Steve Gorin
Partner
Los Angeles

Jon represents mid-sized, closely held businesses and their owners in a variety of industries, including manufacturing, distribution, retail sales and professional servic...

Jon represents mid-sized, closely held businesses and their owners in a var...

Jon Karp
Partner
St. Louis

Larry serves clients in the firm's Private Client Services practice.

Larry serves clients in the firm's Private Client Services practice.

Larry Katzenstein
Partner
Chicago

Ed counsels individuals and businesses on a broad spectrum of estate, trust, business, and tax planning matters.

Ed counsels individuals and businesses on a broad spectrum of estate, trust...

Ed McGillen
Partner
St. Louis

Lacey has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving.

Lacey has extensive experience in all aspects of estate planning, estate an...

Lacey Searfoss
Partner
St. Louis

An experienced litigator, Maria defends clients in banking and fiduciary matters in Missouri state and federal courts, as well as courts around the country.

An experienced litigator, Maria defends clients in banking and fiduciary ma...

Maria Zschoche