Joshua D. Headley, Esq. is an associate in the Washington, DC office of the law firm of Buchanan Ingersoll & Rooney PC. He concentrates his practice in the areas of tax, wealth and succession planning and non-profit organizations. Josh also regularly works with fiduciaries on estate and trust administration matters. On the nonprofit side, Josh works closely with donors and exempt organizations in structuring planned giving vehicles to achieve both charitable and tax planning objectives.
Recent Publications by Joshua D. Headley
- Trustee’s Failure to Administer Charitable Remainder Unitrust in Accordance with Governing Instrument Proves Costly, Bloomberg BNA, September 14, 2017.
- IRS Provides New Guidance to Simplify Foreign Grant Making by Private Foundations, Bloomberg BNA, October 30, 2017.
- With Great Power Comes Great Responsibility: A Trustee’s Practical Guide to Investing Trust Assets, Bloomberg BNA, November 9, 2017.