Jacqueline is Co-Chair of the Nonprofit Organizations Practice Group. She advises nonprofits on a broad range of legal matters, counsels corporate fiduciaries and individual trustees on trust administration issues and assists individuals with their estate and charitable planning needs.

Nonprofits

• Assists with the formation of private foundations, public charities, supporting organizations and other tax-exempt organizations
• Addresses exempt organization federal tax compliance issues, such as self-dealing, excess benefit transactions, excess business holdings, taxable expenditures, public support, private benefit and employee compensation.
• Provides guidance on nonprofit reorganizations, affiliations, mergers, joint ventures and dissolutions.
• Advises charitable institutions and their donors on restricted funds, scholarship programs, student loan forgiveness programs and unique gifts of S corporation stock and real estate.
• Provides legal advice on nonprofit best practices, policies and procedures.
• Assists charitable organizations in petitioning the court to apply cy pres to expand or alter the organizations’ charitable purposes.

Trust Administration Issues

• Assists corporate fiduciaries and individual trustees with the resolution of various trust administration issues (e.g., terminations, bifurcations, amendments and trustee resignations and appointments).
• Advises corporate fiduciaries on matters unique to cemetery trusts (e.g., the Pennsylvania Burial Grounds Act and the termination and combination of cemetery trusts and restricted funds).
• Represents corporate fiduciaries and individual trustees before the IRS, state attorneys general and the courts.

Estate Planning

• Drafts individualized estate plans, powers of attorney and medical directives.
• Handles the administration of decedents' estates and trusts.
• Assists philanthropists with charitable giving strategies both during life and upon death.