CATEGORY

Russell Willis III, J.D., LL.M.

Russ works as a freelance paralegal consultant to lawyers working with exempt organizations, contributors, and their advisors in structuring contributions of closely held business and real property interests, so as to serve the mutual advantage of all parties. He also provides in-depth legal research, critical analysis, and advice on fiduciary income tax and transfer tax planning and trust administration more generally.
Tax Law Secure Act 2.0
Estate Planning
Russell Willis III, J.D., LL.M.

Secure Act 2.0: Legacy IRA (Lite)

It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.

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Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Giving Magazine

For those who drive change — not watch it. Join the top 1%.

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