SESSION DETAILS
"Legal Q+A with Anne Kelley Russel and Elie Foy"
Presented by
Anne Kelley Russell
Trust & Estates Attorney, Womble Bond Dickinson (US) LLP
Elie Foy
Attorney, Womble Bond Dickinson (US) LLP
With federal and state laws constantly evolving, we can always use refreshers on laws that protect charitable giving and nonprofit organizations. Join us on January 19th to talk about all of your questions about various development and nonprofit legalities.
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About Anne Kelley Russell
A native of Little Rock, Arkansas, Anne Kelley operates out of our Charleston office and offers clients throughout South Carolina a wide range of estate planning and wealth transfer advice. Primarily, she provides counsel to business owners, individuals and families who want to ensure that their wishes are followed in the event of a serious illness or death.
With her Master of Tax Law, Anne Kelley works with business owners, individuals and families to preserve, protect and transfer wealth to the next generation in the most tax-efficient manner.
Anne Kelley has significant experience advising fiduciaries of estates and trusts on the probate and distribution of assets, the preparation and filing of fiduciary income and estate tax returns, and general estate and trust administration. Anne Kelley also represents beneficiaries and fiduciaries in will contests, spousal elective share petitions, breach of fiduciary duty claims, and trust modifications.
Her experience extends to representing private foundations, supporting organizations, public charities and other nonprofit organizations.
Anne Kelley is a Certified Specialist in Estate Planning and Probate Law in South Carolina. For Anne Kelley's full bio, please click here.
About Elie Foy
Elie Foy is a board-certified specialist in estate planning and probate law with extensive experience working with both individuals and organizations in the Private Wealth and Charities Sectors.
With more than fifteen years of legal experience, Elie’s individual client practice focuses on the areas of estate and transfer tax planning, wealth preservation, estate and trust administration, and charitable planning. She also works with her colleagues in the UK on various cross-border tax issues for mutual individual clients.
Elie also advises tax-exempt entities on various issues, including governance and corporate structuring, grant-making procedures, and tax compliance. Elie has represented public charities, including supporting organizations, private foundations, educational institutions and social clubs.
Elie is a frequent speaker and author on trust and estate topics and is a Fellow in the American College of Trust and Estate Counsel. For Elie's full bio, please click here.