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Spilman Helps Trust with Tax-Exempt Status
Spilman helped a trust client obtain a favorable determination letter from the IRS granting the trust tax-exempt status as a Type III non-functionally integrated supporting organization. The trustee had been operating the $5 million+ trust for several years as a taxable trust. After meeting with the trustee, Spilman successfully navigated the trust through the byzantine world of supporting organizations with the IRS.
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Wills, Estates & Trusts Carter R. Brothers
540.512.1805
cbrothers@spilmanlaw.com Katherine A. Waibler
540.512.1824
kwaibler@spilmanlaw.com