Estate Planning & Probate

Our attorneys with depth and breadth of experience and expert knowledge in the relevant tax, corporate, trusts/estates, and healthcare practice areas work closely together as members of our Tax-Exempt Organizations Practice Group.

The Practice Group advises tax-exempt, nonprofit, charitable, cultural, and eleemosynary entities of virtually all types. We also advise individuals who are creating, managing, employed by, or donating to such entities.

We have experience in all aspects of the life cycle of exempt and nonprofit organizations (both in corporate and trust form), including formation, initial application for federal tax-exempt status, sales tax exemption, property tax exemption, governance, compliance with state and federal laws and regulations, unrelated business taxable income, compensation/incentive/employment issues, comprehensive development and planned giving programs, restrictions on political lobbying, mergers and acquisitions, joint ventures, reformation, litigation, and dissolution.

Our clients include:

  • Hospitals and other nonprofit exempt healthcare entities
  • Educational institutions and affiliated agencies and groups
  • Religious institutions and affiliated agencies and groups
  • Research agencies and groups
  • Public charities, community foundations, private foundations, endowments, and supporting organizations
  • Charitable remainder trusts and charitable lead trusts
  • Scholarship-granting entities
  • Retirement, assisted living, and skilled nursing facilities
  • Joint venture and umbrella/coordinating agencies and groups
  • Social welfare organizations and fraternal organizations
  • Business associations, leagues, and chambers of commerce
  • Governmental and quasi-governmental commissions and agencies
  • Political organizations
Firm Highlights
Client Alert

Key Tax Benefits in the New $900 Billion COVID-19 Relief Bill

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Jerina D. Phillips Offers COVID-19 Vaccination Advice for Employers in St. Louis Magazine Article

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Supreme Court Decision Provides Good News for Creditors

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Lewis Rice Names Brian J. Figueroa Member of the Firm

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Employee Benefit Provisions in the Recent COVID-19 Relief Bill

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Diversity & Inclusion

Fatima G. Khan Elected President of South Asian Bar Association of Metropolitan St. Louis

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Brian P. Pezza Discusses Vaccination Considerations for Employees in Society for Human Resource Management (SHRM) Article

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Lindsay S. C. Brinton and Meghan S. Largent Negotiate $1.4 Million Settlement for Landowners along Legacy Trail

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Diversity & Inclusion

Apollo Carey Selected for Leadership Council on Legal Diversity’s (LCLD’s) 2021 Fellows Program

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Client Alert

City of St. Louis 2021 Primary Municipal Election: Meet the Candidates

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Jeremy P. Brummond’s Article on Waivers of Consequential Damages is Published in Construction Executive

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Employers, Start Planning Now – Get Ahead with the Upcoming H-1B Cap Season

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Lewis Rice Wins Significant Victory for Atlanta Landowners Impacted by the Belt Line Rail-Trail

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Paul R. Himmelstein Joins Lewis Rice Kansas City Office

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PPP Round 2: Newly-Authorized Initial and Second Draw Paycheck Protection Program Loans and Other Changes Benefit Borrowers

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COVID-19 Vaccinations: Considerations for Employers

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Have You Done Your Annual CCPA Housekeeping?

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David W. Sweeney Interviewed in Realtime REALTOR® Podcast on Changes to Elections in the City of St. Louis

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Winthrop B. Reed, III and the Saint Louis Zoo Unveil Name of Saint Louis Zoo WildCare Park

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David W. Sweeney Named to Missouri’s POWER List for Lawyer-Lobbyists by Missouri Lawyers Media

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