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

CROWN Act Legislation on the Verge of Passage in St. Louis City & County

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Client Alert

Temporary COBRA Changes Under the American Rescue Plan Act

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Client Alert

COVID-19 Rescue Plan Act Expands Paid Leave Availability but Does Not Revive Employer Mandates

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Client Alert

Model COBRA Notices Under the American Rescue Plan Act

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Client Alert

Supreme Court Hands Down Unanimous Decision Limiting FTC’s Ability to Seek Monetary Relief

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News

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

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News

Kansas City Office of Lewis Rice Names New Member

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News

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

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Client Alert

Virginia Passes Sweeping Data Privacy Legislation Similar to CCPA and GDPR

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News

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

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Client Alert

New York State Regulator Discourages Ransomware Payments and Publishes New Cyber Insurance Risk Framework

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Client Alert

Public Access to Electronic Court Records in Missouri

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News

Meghan S. Largent and Lindsay S. C. Brinton Negotiate $700,000 Award to Cobb County, Georgia Landowners in Rails-to-Trails Case

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Diversity & Inclusion

Lewis Rice Member Ronald A. Norwood Serves on Missouri Bar’s Special Committee on Lawyers of Color to Establish Diversity, Inclusion Programs

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News

Brian P. Pezza Gives Advice on Vaccination Acceptance in the Workforce in Society for Human Resource Management Article

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Diversity & Inclusion

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

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Diversity & Inclusion

Two Lewis Rice Members Selected for Leadership Council on Legal Diversity Programs

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Diversity & Inclusion

Law Firm ILN-telligence Podcast Hosts Ronald A. Norwood to Discuss Mentorship, Diversity & Inclusion in the Legal Industry, and the Importance of Equity for All

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Client Alert

Federal Appellate Court Determines a Website Is Not a “Place of Public Accommodation” Under the ADA

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Client Alert

Have You Done Your Annual CCPA Housekeeping?

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