Got a Charitable Interest? Revisiting the Registration Requirements for Charitable Estates and TrustsMarch 22, 2023 | Joseph T. La Ferlita | Nicholas G. Moneta |
Joseph La Ferlita and Nicholas Moneta authored the article “Got a Charitable Interest? Revisiting the Registration Requirements for Charitable Estates and Trusts” for the New York State Bar Association’s Trusts and Estates Law Journal.
“Frequently, estates and trusts have charitable beneficiaries. Trusts and estates attorneys should familiarize themselves with the rules that require certain estates and trusts to register and make periodic filings with the Charities Bureau of the New York Attorney General’s Office (the ‘Charities Bureau’).”
Joe and Nick are the Co-Chairs of the Estate Planning Committee of the New York State Bar Association Trusts & Estates Section. They submitted this article on behalf of the committee.
Read the full article here.
Reprinted with permission of the New York State Bar Association © 2023.
- Joseph T. La Ferlita
- Nicholas G. Moneta