We love talking about charitable giving on the Wealth & Law Podcast. In previous episodes, we’ve discussed how individuals and families can incorporate charitable giving into their estate and investment plans. On this week’s episode, Brent and Rachel bring back Deborah Plum to talk about how to form your own non-profit. They get into the formation documents, how to get tax exempt status, and common issues that come up along the way.
Deborah is an experienced trusts and estates associate with a background in corporate tax. Deborah has extensive knowledge of charitable foundations and not-for-profit organizations. Prior to joining Rimon, Deborah worked as a tax associate at Simpson Thacher & Bartlett LLP, where she worked on matters involving private equity funds, Real Estate Investment Trusts, and other investment vehicles, in the context of mergers and acquisitions and tax-free reorganizations. After gaining additional experience in tax controversy while working at Kostelanetz & Fink LLP, Deborah joined the trusts and estates group at Patterson Belknap Webb & Tyler LLP. In shifting her focus to individual and family business tax planning, Deborah has advised clients on a variety of estate and gift tax questions, charitable endeavors, and succession planning.