Alana Petraske
Partner
*Not currently admitted in any US jurisdiction
Alana is a partner in the charities team.
She advises both charities and their donors on a wide range of legal, fiscal, and regulatory issues. Her practice focuses on tax-efficient giving by corporate and individual donors, including advising on the structuring of philanthropic giving vehicles, the terms of direct funding, venture philanthropy, social investment and a range of operational matters. Alana was selected by the Society of Trusts and Estates Practitioners as the People’s Choice – Trusted Advisor of the Year at the 2019/20 Private Client Awards.
Alana also focuses on international issues facing both donors and charities, including cross-border giving and fundraising, tax and fiduciary issues connected to overseas operations, UK regulation and recognition of foreign organisations, and the establishment of ‘dual qualified’ charity structures which enable tax-efficient giving in the US and the UK.
In addition, Alana has experience advising trustees, companies, royal charter bodies, CICs, and associations on a variety of operational matters including: fundraising, sponsorship and trading, constitutional reorganisations, campaigning and elections, and social enterprise.
往绩记录
执业资格
发表篇章
会员身份
公开活动
Obtaining UK tax recognition for a German family foundation.
Advising a private bank on its philanthropy offering.
Restructuring a group of family charities in light of changing activities and family dynamics.
England and Wales, 2007
Foreign Legal Consultant (State of New York)
‘Comparing Foundation Minimum Distribution in the US, Canada, and the UK,’ Withers Insight - February 2, 2022, co-authored
‘Philanthropy 2021 - ‘Doing Better At Doing Good’,’ IFC - July 7, 2021, author
‘Trust-based philanthropy and the foundation board,’ Taxation of Exempts - February 12, 2021, author
Non Profit Organizations Committee, NY City Bar Association
National Assciation of University and College Attorneys
STEP Global Philanthropy Advisers Special Interest Group
‘Legal Issues of Museum Administration,’ Withers will sponsored conference on museum administration - March 11, 2021, speaker
‘Post Exit: Philanthropy on sale of the family business’ – Business Families Spotlight (November 2017)
‘Next Generation Philanthropy’ - The Philanthropy Programme seminar (September 2017)
个人简介
Getting private money into public benefit space is what gets me out of bed in the morning
学历背景
语言
- English