Planned Giving Design Center, LLC › PGDC Library
Tue
06
May
2003

Reynolds T. Cafferata

 

 

Reynolds Cafferata, J.D. is a Partner in the Estate Planning Group in the Los Angeles law offices of Rodriguez, Horii & Choi LLP.

Mr. Cafferata's practice is concentrated in the area of charitable tax, trust and corporate law. He has experience advising charitable organizations and individuals regarding:

  • Planning complex charitable gifts and charitable trusts
  • Creating and operating donor advised funds, private foundations and support organizations
  • Creating policies for gift acceptance and risk management, unrelated business income taxes, and self-dealing and intermediate sanctions excises taxes
  • Endowment management and state law compliance

Mr. Cafferata also has considerable experience providing corporate fiduciaries guidance in the management of charitable trusts, as well as representing charities and fiduciaries in contested probates and judicial reformation of trusts.

Education

  • J.D. University of Southern California, 1992; Order of the Coif
  • B.A. The George Washington University, 1989; summa cum laude, with honors

Honors

  • Los Angeles Lawyer Super Lawyer (2005)
  • Los Angeles Lawyer Super Lawyer -- Rising Star (2004)
  • Phi Beta Kappa
  • "AV" rating from Martindale-Hubbell

Selected Professional and Business Activities

  • Fellow, American College of Trust and Estate Counsel
  • Chair, Exempt Organization Committee, Los Angeles County Bar Association (1995-1996)
  • Member, Executive Committee, Tax Section, Los Angeles County Bar Association (1995-1996)
  • Board Member, National Committee on Planned Giving (2000-2002)
  • Church Charitable Foundation Episcopal Dioceses of Los Angeles (2000-2003)

Community Activities

  • Chair, St. Mark's School Board of Trustees (2001-2004)
  • President, Church Charitable Foundation Episcopal Dioceses of Los Angeles, (2000-2003)
  • President, Altadena Historical Society (1996-1997)
  • President, Friends of the Altadena Library (1995-1997)
  • Co-Chair, Save Our Altadena Library campaign (1994)

Publications

  • "IRA Rollover Now!", Exempt Organization Tax Review (September 2004)
  • "Reflections on the Economic Growth and Tax Relief Reconciliation Act of 2001" The Journal of Gift Planning (Volume 5, 2001)
  • "Donor Advised Funds: The Philanthropic Swiss Army Knife" Charitable Gift Planning News (Volume 5, May 2004)

Mr. Cafferata can be reached at (213) 892-7704 or reynolds@rhclaw.com.