Terry L. Simmons

Terry Simmons is a senior partner in the Dallas-based 425-lawyer international law firm of Thompson & Knight L.L.P. where he has a national practice in charitable gift planning, exempt organizations law and estate planning.  He represents individual clients, exempt organizations and for-profit entities in complex domestic and international transactions involving nonprofit/for-profit interaction, including related securities and banking issues, intermediate sanctions issues, unrelated business taxable income issues, and unrelated debt-financed income issues.  He represents clients in the formation and representation of private foundations as well as supporting organizations and all other public charities in all aspects of exempt organization operations.  He also represents clients in the formation and representation of other non-charity exempt organizations including social welfare organizations, trade organizations and political entities.  He serves on numerous nonprofit boards and is a prolific writer in his practice areas, and is co-editor and co-publisher of Charitable Gift Planning News, a national newsletter covering tax and legal developments in the planned giving and exempt organizations fields.  His fellow editors include Jerry McCoy, Erik Dryburgh, Katelyn Quynn, and Reynolds Cafferata.  He speaks widely on the subject of philanthropy, including over 250 major presentations throughout North America over the course of his 27 years in practice.  He holds a BBA degree from Baylor University, a J.D. degree from Baylor University School of Law, and an LL.M (Master of Laws) degree in Taxation from Southern Methodist University School of Law.  He is listed in The Best Lawyers in America, (Trusts and Estates), is listed among the Texas Super Lawyers by Texas Monthly Magazine, was included in the inaugural list of Worth Magazine’s “Top 100 Hundred Attorneys” in America in the magazine’s December 2005 issue, and was selected to the “Top 100” list once more in the magazine’s December 2006 issue.  He is licensed in Texas, Colorado and New York.

Jerry J. McCoy

Jerry J. McCoy is an independent attorney in Washington, D.C., specializing in charitable tax planning and tax-exempt organizations. He holds law degrees from Duke University and New York University. A member of the American Law Institute and a Fellow of both the American College of Trust and Estate Counsel ("ACTEC") and the American College of Tax Counsel, Mr. McCoy is listed in Who's Who in America, Who's Who in American Law, and The Best Lawyers in America. A frequent presenter at planned giving, tax and estate planning seminars, he serves on the adjunct faculties at the Georgetown University Law Center and the University of Miami Law School. He is past chairman of the Charitable Planning and Exempt Organizations Committee of ACTEC. Mr. McCoy is Co-Founder and Co-Editor of two monthly newsletters, Charitable Gift Planning News and Family Foundation Advisor. He is co-author of The Family Foundation Handbook, published by CCH (2006).

Erik Dryburgh

Erik Dryburgh is a principal in the law firm of Silk, Adler & Colvin, a law firm that specializes in representing nonprofit organizations and their donors. Mr. Dryburgh's practice covers the spectrum of charitable estate planning through nonprofit organizations, and his specialty is the area of charitable giving. He works with donors, charities, and other interested parties such as banks and trust companies. He has a complete picture of the charitable giving process and the issues that arise throughout the "life" of a charitable gift, and he has authored numerous articles and is a frequent speaker in the charitable giving area. He has recently made presentations at events sponsored by the National Committee on Planned Giving, the Northern California Planned Giving Council, Continuing Education of the Bar, and the State Bar of California. He is a member of the Board of Directors of the National Committee on Planned Giving and the San Francisco Estate Planning Council, and is a past board member of the Northern California Planned Giving Council. He is a graduate of the University of Wisconsin-Madison and the Boalt Hall School of Law at the University of California, Berkeley.

Reynolds T. Cafferata

Reynolds T. Cafferata is a partner in the Los Angeles law firm of Rodriguez, Horii & Choi LLP where he advises charitable organizations and individuals regarding complex charitable gifts, charitable trusts, donor advised funds, private foundations, support organizations, and other gift mechanisms. He also advises charitable organizations with respect to gift acceptance, risk management, unrelated business income, self-dealing and intermediate sanctions, endowment management, and state law compliance issues. Mr. Cafferata advises corporate fiduciaries regarding the management of charitable trusts. His representation of charities and fiduciaries includes contested probates and judicial reformation of trusts. As a summa cum laude and honors graduate of the University of Southern California School of Law, Mr. Cafferata is licensed to practice law in California and Nevada. He is a Fellow of the American College of Trusts and Estate Counsel, and was named a "Los Angeles Lawyer" Super Lawyer 2005 and 2006, and a "Los Angeles Lawyer" Super Lawyers-Rising Star in 2004. He is a past chair of the Exempt Organization Committee of the Los Angeles County Bar, and he serves in various capacities in community service and leadership roles. Articles he has authored include "In Re Helen's Trust" published in the Journal of Gift Planning (2005), "IRA Rollover Now!" published in the Exempt Organizations Tax Review (September 2004), "Donor Advised funds: The Philanthropic Swiss Army Knife" published in Charitable Gift Planning News (May 2004) and "The Role of Counsel in Foundations: Choices, Beginnings, and Service" published in Foundation Management, Innovation and Responsibility at Home and Abroad (2003).

 

Katelyn Quynn

Katelyn Quynn is the director of development, planned and major gifts for the Massachusetts General Hospital in Boston, Massachusetts, where she has worked since 1992. In 1998 she assumed the role of director of planned giving for the Partners Healthcare System, Inc., acting as a consultant to the system's eight affiliate hospitals. Ms. Quynn is a past president of the Planned Giving Group of New England and served on the Board of Directors of the National Committee on Planned Giving where she was one of the founders of the NCPG Journal of Gift Planning. She is a board member of Planned Giving Today and Charitable Accord and testified before Congress for successful passage of the Philanthropy Protection Act of 1995. She was named Planned Giving Professional of the Year by Planned Giving Today. Ms. Quynn teaches a graduate level course in planned giving and is co-author of Planned Giving: Management, Marketing and Law, Second Edition, published by John Wiley & Sons, winner of AFP's 2000 Staley/Robsham/Ryan/St. Lawrence Prize for Research and CASE's John Grenzebach Research Award for 2000. She is also author of Wiley's Invest in Charity, A Donor's Guide to Charitable Giving, and Planned Giving for Small Nonprofits. She serves on the Board of Visitors for Miss Hall's School and the Campaign for the New Library in the town of Wellesley, Massachusetts. She holds a bachelor's degree from Tufts University and a law degree from Boston University School of Law.