Publications

Reynolds T. Cafferata

“Should Pledges Be Enforceable? And Other Questions to Ask About Gift Agreements”
— Journal of Gift Planning (1st Quarter 2007)

“Summary of the Pension Protection Act of 2006”
— Major Tax Planning (2007)

“Considerations in Selecting Donor Funds, Private Foundations, and Supporting Organizations”
— CEB, Advising California Nonprofit Corporations (April 2006)

“In Re Helen’s Trust: a Tale of How Charities Should and Should Not Respond to Litigation”
— The Journal of Gift Planning (Volume 9, June 2005)

“IRA Rollover Now!”
— Exempt Organization Tax Review (September 2004)

“Donor Advised Funds: The Philanthropic Swiss Army Knife”
— Charitable Gift Planning News (Volume 5, May 2004)

“The Role of Counsel in Foundations: Choices, Beginnings, and Service”
— Foundation Management (2003)

“Reflections on the Economic Growth and Tax Relief Reconciliation Act of 2001”
— The Journal of Gift Planning (Volume 5, 2001)

CRT.com – Structuring a Charitable Remainder Trust for the High Tech Insider
— The Journal of Gift Planning (Volume 4, June 2000)


Rose Chan

“Asset Protection: An Overview of Prudently Managed and Structuring One’s Assets”
— Special Report, The Exempt Organization Tax Review (Volume 71, Number 2, February 2013)


Robin P. Jamplis

“Asset Protection: An Overview of Prudently Managed and Structuring One’s Assets”
— California Trusts and Estates Quarterly (Spring 2002)

“A Primer on Prudently Managing and Structuring One’s Assets for Protection”
— Asset Protection Journal (Fall 2002)

“Ethical Lapses Can Lead to Tremendous Liability Exposure”
— Journal of Asset Protection (March 1996)


Shannon M. Paresa

“Property Tax Exemption for Nonprofit Organizations”
— CEB Advising California Nonprofit Corporations (2012)

“Donor Funds, Private Foundations, and Supporting Organizations”
— CEB Advising California Nonprofit Corporations (2009)

“Choice of Charitable Entity After the Pension Protection Act”
— USC Major Tax Planning (2008)

“Grantmaking After the PPA: Distributions by Donor Advised Funds, Private Foundations and Supporting Organizations After the Pension Protection Act”
— Charitable Gift Planning News (May 2008)

“Summary of the Pension Protection Act of 2006”
— USC Major Tax Planning (2007)