Attorneys at Law Since 1943

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Events & Speaking Engagements

Friday, April 5, 2024

Alyssa R. Wan Presented At The University of Miami SEC-ACC Gift Planning Meeting

Fowler White Shareholder Alyssa R. Wan presented “Charitable Tax & Legal Developments (What Donors Should Do and Should Not Do),” at the University of Miami’s Annual SEC-ACC Gift Planning Meeting on March 20, 2024 at the University of Miami in Coral Gables, Florida.

The annual conference is geared towards university planned giving professionals offers a unique chance to expand gift planning expertise, interact with planned giving experts and counterparts, and learn practical tips and techniques. 

Alyssa is a shareholder in the Firm's Tax, and Trust and Estates Practice Groups. She serves as Co-Vice Chair to The Real Property, Probate & Trust Law (RPPTL) Section of the Florida Bar’s Charitable Planning and Exempt Organizations Committee and is a member of the Florida Bar's Tax Law Section. She works closely with clients to form and provide ongoing counsel to not for profits, private foundations and public charities, and to incorporate charitable giving in their estate plans. Additionally, she has developed a special expertise in assisting clients to carry out their charitable goals by supporting non-U.S. charities and activities, by forming U.S. foundations, preparing equivalency determination letters or applying for private letter rulings.  Alyssa also handles a variety of domestic and international matters for high-net-worth individuals and families, such as structuring and preparing sophisticated estate plans and trust agreements, structuring investment in and transfer of U.S. real property by non-residents, pre-immigration planning and estate planning involving multinational families and investments.

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