Private Foundations

Date: Tuesday, November 16, 2021
Time: 5:30pm - 8:00pm
Location: Pacific Club | 4110 MacArthur Boulevard | Newport Beach 92660
Speaker: Reynolds T. Cafferata, Partner ~ Rodriguez, Horii, Choi & Cafferata, LLP

 

Mr. Cafferata's practice is concentrated in the area of non-profit, tax, estate, and trust law.

He has experience advising charitable organizations and high net worth individuals regarding:

• Planning complex charitable gifts and charitable trusts

• Creating and operating donor-advised funds, private foundations, and support organizations

• Creating policies for gift acceptance and risk management, unrelated business income taxes, and self-dealing and intermediate sanctions excises taxes

• Sophisticated estate planning and wealth transfer planning

Mr. Cafferata also has considerable experience providing corporate fiduciaries guidance in the management of charitable trusts, as well as representing charities and fiduciaries in contested probates and judicial reformation of trusts. Also admitted to practice in Nevada.

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