CHARITABLE GIFT PLANNING
- OVERVIEW
- INSIGHTS
- NEWS & EVENTS
- PROFESSIONALS
CONTACT
- Georgia Loukas Demeros
- 312 580 2303 312 580 2303 direct | Email
- Jackie Dimmitt
- 314 552 6588 314 552 6588 direct | Email
- Laura Duncan
- 314 552 6312 314 552 6312 direct | Email
- Ed McGillen
- 312 580 2231 312 580 2231 direct | Email
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RELATED PRACTICES
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RELATED INDUSTRIES
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
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
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
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
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Senior Counsel
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Washington, D.C.
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Henry's tax practice work emphasizes partnerships, limited liability companies and nonprofit organizations. Henry's tax practice work emphasizes partnerships, limited liability c... |
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Partner
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New York
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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... |
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Partner
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Chicago
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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... |
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Partner
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St. Louis
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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, ... |
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Partner
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St. Louis
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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... |
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Partner
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Chicago
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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... |
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Partner
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St. Louis
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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 ... |
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Partner
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St. Louis
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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... |
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Senior Counsel
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St. Louis
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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... |
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Partner
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St. Louis
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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... |
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Partner
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Los Angeles
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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... |
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Partner
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St. Louis
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Larry serves clients in the firm's Private Client Services practice. Larry serves clients in the firm's Private Client Services practice. |
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Counsel
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St. Louis
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Omar drafts, reviews and updates complex trusts and estate plans and handles sophisticated tax matters for individuals and businesses. Omar drafts, reviews and updates complex trusts and estate plans and handle... |
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Partner
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Chicago
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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... |
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Partner
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St. Louis
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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... |
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Partner
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St. Louis
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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... |
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