Alana Petraske

Partner | New York

Email Alana
VCARD
+1 212 848 9849
LinkedIn

Secretary Liya Ali

Email Liya
+1 212 848 9807
 

Experience

Charities and non-profit Education
Philanthropy

Track record

German family foundation

Obtaining UK tax recognition for a German family foundation.

Philanthropy offering

Advising a private bank on its philanthropy offering.

Family charities restructuring

Restructuring a group of family charities in light of changing activities and family dynamics.

Cross-border giving

Advising US, European and Australian educational institutions on tax-efficient cross-border giving and study abroad.

Family philanthropic vehicle

Establishing a US-UK dual-qualified family philanthropic vehicle for a UK resident non-domiciliary founding donor.

UK/French charity structuring

Advising a UK philanthropist on the structuring of a UK/French charity to receive valuable French assets tax-efficiently on death.

Family foundation

Advising a family foundation on involving the 'next generation' in the family philanthropy.

Major US museum

Advising a major US museum on the establishment of a UK affiliate.

Talks

  • 'Philanthropy Crossing Borders,' National Association of Charitable Gift Planners Annual Conference (November 2023), speaker
  • 'Philanthropy: cross-border giving,' Transatlantic Estate Planning (September 2023), speaker
  • 'Purposeful Giving in International Landscape,' STEP International Conference in NYC (March 2023), speaker
  • 'Cross-Border Co-operation,' STEP Journal Roundtable (September 2021) 
  • 'Philanthropy 2021: reset or business as usual?,' Withers Webinar, chair (April 2021)
  • 'International charitable fundraising for US institutions,' PPGGY Webinar, speaker (February 2021)
  • 'The reputational challenges of controversies of association,' Charity Law Association Annual Conference (October 2020) 
  • 'Post Exit: Philanthropy on sale of the family business', Business Families Spotlight (November 2017)

  • 'Next Generation Philanthropy,' The Philanthropy Programme seminar (September 2017)

  • 'Innovative Solutions for Philanthropy,' Philanthropy Impact and Maverick Collective Roundtable (Chair) - (September 2017)

  • 'Practice Note: The Common Reporting Standard,' Practical Law (August 2017)

  • 'Charities & the move to tax transparency,' Offshore Investment (July 2017)

  • 'Legal and Tax Matters for fundraisers,' CASE Graduate Trainee Scheme training session (June 2017)

  • 'Launch your giving journey,' Charities Aid Foundation and Saunderson House Roundtable (June 2017)

  • Charities and Transparency Regimes - Withers Charities Review of the Year (January 2017)

  • 'Philanthropy and Anti-terrorist financing regulation,' STEP Philanthropy Half Day Conference, London (November 2016)

  • 'Common Reporting Standard and Charities,' Charity Law Association Members' meeting , London (November 2016)

  • 'Philanthropy roundtable,' Private Investor: Russia and CIS conference, London (October 2016)

  • 'Philanthropy and charitable giving,' IBC Wealth conference, Cayman Islands (October 2016)

  • 'Tax and legal issues for fundraisers,' CASE Graduate Trainee Scheme (June 2016)

  • 'Legal Update - including tax,' Charity Law Association Annual Conference - (October 2015)

  • ‘Giving Across Cultures,' CASE Europe Annual Conference - (September 2015)

  • 'Individual and Business Giving in an international context,' British-Swiss Chamber of Commerce Roundtable - (February 2015)

  • 'Structuring International Charities: Theory and Practice,' Russian Wealth Advisors Forum Zurich - (February 2015)

  • 'The role charity can play in the family business,' Tax & the Family Business - (November 2014)

  • 'Family Foundations: Legal and Tax Issues,' Philanthropy Impact Roundtable - (July 2014)

  • 'American Philanthropists in Europe,' Philanthropy Impact Roundtable - (June 2014)

  • ‘Giving Across Cultures,' CASE Europe Annual Conference - (August 2013)

  • ‘Tax issues for fundraisers,' CASE Graduate Trainee Scheme - (June 2013)

  • ‘The 10% inheritance tax rate and maximising your return', Legacy Labyrinth - (January 2013)

  • The Philanthropy Programme - Panel: 'Is the future of philanthropy bright?' - (November 2012)

  • 'Fundraising law update', Charity Law Review Conference 2012 - (September 2012)

  • 'Philanthropy as a part of Wealth Planning', European Association of Philanthropy and Giving (May 2012)

  • 'Key Tribunal decisions in 2011', Charity Law and Practice Conference 2011 - (December 2011)

  • 'Cross border giving: still a challenging area for philanthropists and advisors', European Association of Philanthropy and Giving - (October 2011)

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