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2009

Richard L. Fox

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Richard L. Fox, Esq. is a partner in the Philadelphia-based law firm of Dilworth Paxson LLP, where he chairs the Philanthropic and Nonprofit Group. He concentrates his practice in the areas of charitable giving, private foundations, tax-exempt organizations, family planning, and trusts and estates. Mr. Fox is the author of the treatise, Charitable Giving; Taxation, Planning and Strategies, a Warren, Gorham and Lamont publication, writes a national bulletin on charitable giving and nonprofit topics, and writes and speaks frequently on issues pertaining to estate planning and philanthropy.  He is a member of the advisory board of the Estate Planning Journal and BNA Tax Management.  He is also currently an Adjunct Professor of Philanthropy at the American College in Bryn Mawr, Pennsylvania, in its Chartered Advisor in Philanthropy Program. Mr. Fox, who holds an LL.M. degree in taxation from New York University School of Law, is also the author of two tax management portfolios published by BNA Tax Management, and is a frequent contributor to the Estate Planning Journal.  He represents a multitude of charitable organizations, including some of the largest private foundations in the United States.  He was recently named by Worth Magazine as one of the Top 100 Attorneys in the country representing affluent families and individuals, including in the areas of private foundations and philanthropy, as well as a Pennsylvania Super Lawyer in these areas.  

Recent Speeches by Richard L. Fox

  • Private Foundations: Governance, Duration and Other Hot Topics, Not for Profit Organization Symposium, Washington D.C., November 2008.
  • Nonprofit Governance and NFP Professionals Serving on Boards, Not For Profit Organization Symposium, Washington D.C., November 2008.
  • The Art of Philanthropy - Do You Know What You and Your Clients Don't Know: Tools & Techniques for Advisors and Their Clients, Central Indiana Community Foundation, March 2008.
  • Gifts of Property - Do You Know What You Don't Know?, Current Topics: Private Foundations and Supporting Organizations, Planned Giving Council of Houston, September 2007.
  • Using Philanthropy to Add Value to Your Clients Relationships, Presentation at the American College, Professional Advisors' Seminar, June 2007.
  • Luncheon Speech Regarding the Sallie B. and William B. Wallace Chair in Philanthropy at the American College, Advisors in Philanthropy Conference, Chicago, Illinois, April 2007.
  • Private Foundation Workshop, The Annenberg Foundation, Annual Retreat, November 2006.
  • Charitable Planning Ideas, Temple University School of Medicine Reunion Day, October 2006.
  • Donor-Created Entities to Support Public Charities Planned Giving Council of Greater Philadelphia, 2006 Planned Giving Day Conference, Greater Philadelphia Planned Giving Council, October 2006.
  • Gifts of Property - Do You Know What You Don't Know, Planned Giving Council of Greater Philadelphia, September 2006.
  • Getting to the Heart of Charitable Giving, Temple University Planned Giving Day, April 2006.
  • Donor-Created Entities to Support Public Charities, Lorman Educational Services and Penn State University 60th Annual Tax Conference, March and May 2006.
  • Hot Topics for Academic and Nonprofit Institutions: Essential Issues in Executive Compensation, Dilworth Paxson LLP Seminar, February 2005.

Recent Publications by Richard L. Fox

  • Charitable Giving: Taxation, Planning and Strategies, a Warren, a Warren, Gorham & Lamont (Loose Leaf) Publication on Charitable Giving, Monthly Bulletins For Same Publication.
  • A Guide to the IRS Sample Charitable Lead Trust Forms, Estate Planning, [to be published March and April 2009, Estate Planning]
  • Charitable Limitations and Reforms of the Pension Protection Act, Part 2, Estate Planning, December 2006.
  • Charitable Limitations and Reforms of the Pension Protection Act, Part 1, Estate Planning, November 2006.
  • A Guide to the IRS Sample Charitable Remainder Trust Forms, Estate Planning, January 2006.
  • Planning for Contributions to Foreign Charities by Individuals and Foundations, Estate Planning, July 2005.
  • Practical Charitable Planning for Employee Stock Options, Estate Planning, May 2005.
  • New Prop. Regs. On Distributions From CRTs Provide Opportunity, Estate Planning, April 2004.
  • Is a Basis Step-Up Available On Foundation Founder's Death?, Estate Planning, February 2004.
  • Planning for Donor Control and Other Strings Attached to Charitable Contributions, Estate Planning, September 2003.
  • Restrictions on Charitable Bequests of Art: Recent Ltr. Rul. Paints a Picture, Estate Planning, September 2002.
  • Responsible Person and Lender Liability for Trust Fund Taxes - Sections 6672 and 3505, BNA Tax Management, Inc., Portfolio No. 639
  • Compelled Production of Documents and Testimony in Tax Examinations, BNA Tax Management, Inc., Portfolio No. 123.