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David Wheeler Newman
I provide highly personalized tax and estate planning counsel to families, with some relationships spanning decades into the next generation of those families.
As chair of my law firm's charitable sector practice, I represent foundations, donors and charities in negotiation and drafting of gift agreements to establish endowments, construct facilities and fund programs, including provisions covering restrictions on the use of funds, conditions to performance obligations and donor recognition through naming opportunities.
David Wheeler Newman Features
posted on 28 Feb 2017 | ArticleDavid Wheeler Newman completes his explanation of the application of the Uniform Prudent Management of Institutional Funds Act(UPMIFA). In this second part, he discusses the selection of an agent and...
posted on 5 Jan 2017 | Article | 1 commentsDavid Wheeler Newman presents a cogent summary of the effects of UPMIFA regulations on managing Endowment funds.
posted on 13 Sep 2016 | ArticleA new Revenue Procedure dramatically changes planning for CRATs.
posted on 29 Sep 2015 | Article | 1 commentsDavid Wheeler Newman provides a complete and thorough treatise on gifts of real property.
posted on 19 Dec 2014 | News storyA great summary of the IRA rollover rules and history provided by PGDC contributor David Wheeler Newman.
Other news from David Wheeler Newman
posted on 19 Nov 2014 | Article | 1 commentsCalifornia has recently passed new legislation that removes some of the onerous tax consequences caused by UBTI in Charitable Remainder Trusts.
posted on 28 Aug 2014 | ArticleDavid Wheeler Newman explores the NIMCRUT and its extraordinary possibilities. His case study makes a compelling statement that Charitable Remainder Trusts are alive and well and will continue to be.
posted on 21 Aug 2014 | ArticleOne of the PGDC's Contributing Authors was recently named "Lawyer of the Year".
posted on 19 Aug 2014 | ArticleDavid Wheeler Newman gives us an excellent analysis of excess business holdings and unrelated business taxable income (UBTI) based on a recent PLR.
posted on 17 Jun 2014 | News story | 1 commentsThe IRS has issued a preliminary draft of a dramatically shorter application for tax exemption of charitable organizations. If this draft is eventually approved by the IRS and made available...
We routinely advise nonprofit organizations on governance and compliance matters.and represent these organizations, their officers and board members in various matters before the California Attorney General, including mergers of nonprofits, executive compensation and benefits, and the acquisition and disposition of assets.
I serve as lead attorney in the firm's engagement as outside general counsel to the UCLA Foundation, and advise a large number of other universities, colleges, hospital foundations, museums, environmental groups, social service agencies and other charities on endowment, fiduciary and gift planning matters.
- Tax and estate planning for private clients
- Private foundations
- Charitble organizations, including charitable gift planning, tax compliance, governance and nonprofit corporations law
Trusts & Estates