Will Fournier Email & Phone Number

I am an attorney and Member in Caplin & Drysdale's Exempt Organizations and Private Client practice groups. I work on a broad range of tax issues for tax-exempt organizations and assists high-net-worth individuals (HNWIs) and their families in achieving their philanthropic objectives.I provide tax-exempt clients with comprehensive legal advice. I have worked with some of the nation’s largest private foundations, numerous public charities with both domestic and international operations, prominent U.S. Universities, large religious denominations with complicated entity structures, advocacy programs with related 501(c)(3) and 501(c)(4) entities, and other tax-exempt entities on a variety of legal matters. I specialize in providing creative solutions that allow tax-exempt entities to fulfill their missions while complying with IRS requirements. I regularly advise on a range of issues, including:• counseling on the creation of joint ventures and the operation of subsidiaries and affiliated nonprofits;• minimizing unrelated business income tax;• evaluating private foundation tax compliance over both investment and operational activities;• advising on international grantmaking and cross-border operations, including associated withholding and reporting requirements;• providing training on IRS lobbying and campaign activity restrictions;• assisting with IRS compliance and reporting; and• helping clients establish and maintain exempt status.In addition, I assist HNWIs and their families in designing and implementing strategies to achieve philanthropic goals, including:• advising on the operation and governance of family foundations;• devising philanthropic plans that utilize direct charitable giving, donor advised funds, charitable remainder trusts, and family foundations; and• assisting domestic and international clients with developing sophisticated estate plans, including planning for lifetime gifts, charitable giving, and dynastic transfers.Attorney Advertising It is possible that under the laws, rules, or regulations of certain jurisdictions, this may be construed as an advertisement or solicitation.

Listed skills include Tax.