Donor Advised Funds – SYK Attorney Featured in Portland Business Journal

SYK attorney Anastasia Yu Meisner is a sought after source of knowledge in the area of planned giving. Recently, she put pen to paper for the Portland Business Journal, sharing her knowledge about tax reform, and how it will make donor-advised funds a more popular tool for charitable planned giving.

“Donor-advised funds have been a popular tool for charitable planned giving for a few decades.

They allow a donor to make such charitable contributions to sponsoring charities including appreciated assets, real estate and closely held business interests. The option also allows users to take tax deductions in the year of the contribution and retain the right to advise how funds are distributed in future years from the DAF to a charity or charities.

With the passage of the Tax Cut and Jobs Act of 2017, DAFs likely will become a more attractive tool for certain donors. This is due to expectations that more tax payers will benefit from claiming the new higher standard deduction rather than itemizing deductions as they had in the past. For individual filers the standard deduction increased from $6,350 to $12,000 and for joint filers the deduction increased from $12,700 to $24,000.”

For the full article, please see the Portland Business Journal’s website.

Anastasia (Stacie) Yu Meisner is a member of the SYK Estate Planners practice. Her practice focuses on estate planning, mediation, probate, trust and estate administration. In addition, she also works with guardianships and conservatorships, as well as business transactions and formation. Meisner’s extensive experience in mediation has made her a sought after source of knowledge. In 2018, Ms. Meisner was appointed Pro Tem Judge for the Washington County Probate Department. She also serves as pro bono counsel for the Korean American Coalition of Oregon.

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