Lucky Lucy's "Wheeler-Dealer Charity LLC"

Foundation Granted Additional Time to Sell Excess Business Holdings

December 21, 2025

Organization is tax-exempt under Sec. 501(a), as an organization described in Sec. 501(c)(3) and classified as a private foundation under Sec. 509(a). Decedent died and, pursuant to Decedent’s

Lucky Lucy’s “Wheeler-Dealer Charity LLC”

December 21, 2025

Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and…

USPS Changes Rules for December 31 Gifts by Mail

December 21, 2025

Each year, millions of donors mail end-of-year gifts to their favorite charities, often sending their checks on December 30 or December 31.

Election for QTIP Extension Granted

December 14, 2025

Decedent and Spouse executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust provide that the trust is to be divided…

Lucky Lucy’s “Wheeler-Dealer Charity LLC”

Recent Washington News

Foundation Granted Additional Time to Sell Excess Business Holdings

Lucky Lucy’s “Wheeler-Dealer Charity LLC”

USPS Changes Rules for December 31 Gifts by Mail

Election for QTIP Extension Granted