Wells Fargo Bank as Investment Trustee of the Buck Trust
Represented Wells Fargo Bank as Investment Trustee of the Buck Trust, a $1 billion trust, on all legal matters including tax and regulatory compliance.
Firm Highlights
Publication
Protect Your Charitable Deduction Recently Issued Final Regulations Affect Substantiation Requirements
Charitable donors expecting an income tax deduction must obtain, maintain, and in some cases provide to the IRS specific documentation to substantiate their donation. Donors should pay careful attention to these substantiation requirements, because...
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News
The Legal 500 United States 2019 Recognizes Farella Braun + Martel Practices & Attorneys
The 2019 edition of Legal 500 United States recognized Farella Braun + Martel among the top firms in the Construction, Land Use/Zoning, and Not-for-Profit practice areas. Recognized attorneys include: Construction Adam Dawson CJ Higley...
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Publication
Nonprofits and the California Consumer Privacy Act
The new California Consumer Privacy Act of 2018 (CCPA) will come into effect January 1, 2020. In most situations, nonprofits won’t be subject to the law—but in some cases they necessarily will be and/or...
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