Resources

Estate Planning Questionnaire for a Married Couple

Trusts & Estates

Estate Planning Questionnaire for an Individual

Trusts & Estates

Estate Planning Questionnaire for Unmarried Partners

Trusts & Estates

Why You Need an Estate Plan

Trusts & Estates

Items to Consider Before Your Estate Planning Conference

Trusts & Estates

Pros and Cons of Revocable Living Trusts

Trusts & Estates

Funding Your Revocable Living Trust

Trusts & Estates

Estate Administration Glossary

Trusts & Estates

Commerciality, Charter School Management Organizations, and Social Enterprise

March/April 2016 - Taxation of Exempts Journal - by Edward T. Chaney

Getting Public Charity Status Right Before It Goes Wrong

September/October 2015 - Taxation of Exempts Journal - by Edward T. Chaney

Philanthropy and Social Enterprise Impact on Non-Profit Funding

November 4, 2014 - Tax-Exempt Organizations - Ed Chaney interviewed on WCOM 103.5 FM’s Focus on Business

Taxonomy of Private Foundation Grantees

August 1, 2014 - Tax-Exempt Organizations - by Edward T. Chaney

What Does Portability of the Estate and Gift Tax Exemption Mean for You?

June 2014 - Trusts and Estates

New Elective Share

Trusts & Estates

The Hospice Pro Bono Project

Trusts & Estates