Charitable Giving & Bequest Administration

The attorneys and paralegal in the Charitable Giving and Bequest Administration practice area focus on the legal, tax, policy, and due diligence issues of giving charitable gifts to U-M. They provide assistance with current and planned gifts, including gifts of various assets, particularly those that are difficult to value or have unusual characteristics. They also work with U-M staff, faculty, and students on issues related to the acceptance, stewardship, and other matters concerning gifts from individuals, corporations, and foundations.

Sam Nuxoll, Katie Murphy, June McColm:

  • Agreements related to gifts
  • Bequests, other proceeds from decedent’s trusts and estates
  • Charitable Trusts
  • Endowment
  • Gift Fund Modifications, including Cy Pres
  • Gifts to U-M (including hard-to-value assets)
  • Gifts with retained life interest
  • Taxes relating to gifts, estates, and trusts