William Culbertson is experienced with tax-exempt organization matters and a number of income, gift and estate tax issues. He has extensive experience providing tax counsel to public charities, private foundations and other tax-exempt organizations regarding organizational and operational matters; fiduciary duty issues; development strategies; annual, capital and endowment campaign structures; unrelated business income tax matters and the Uniform Prudent Management of Institutional Funds Act. He also counsels individuals and tax-exempt organizations on contribution and planned giving matters, including charitable gift annuities, charitable remainder trusts, pooled income funds, charitable lead trusts and other sophisticated charitable giving techniques. In addition, he advises clients on estate planning, retirement planning and the administration of trusts and estates.
Mr. Culbertson is a member of the American, Ohio and Cleveland Metropolitan Bar Associations. He frequently writes and lectures on tax-exempt organization matters and trust, estate and charitable giving issues.
3/1/2012 - Health Law Update—March 1, 2012
5/24/2011 - IRS May Pursue Gift Tax From Donors to Some Politically Active Organizations
5/12/2011 - Health Law Update—May 12, 2011