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Russell Willis, III

consultant at d/b/a Planned Gift Design Services
Tucson, Arizona
Russell A. Willis III, J.D., LL.M., is a consultant to licensed professionals -- an advisor to the advisor -- on issues arising in connection with wealth transfers. Much of his practice is focused on structuring charitable contributions of closely held business and real property interests.

Among his other engagements, Russ is a manager of noncash research for Charitable Solutions, LLC, a planned gift risk management consulting firm headed by Bryan Clontz. About four years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country.
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Russell A. Willis III, J.D., LL.M., is a consultant to licensed professionals -- an advisor to the advisor -- on issues arising in connection with wealth transfers. Much of his practice is focused on structuring charitable contributions of closely held business and real property interests.

Among his other engagements, Russ is a manager of noncash research for Charitable Solutions, LLC, a planned gift risk management consulting firm headed by Bryan Clontz. About four years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country.

Russ has spoken at any number of national and regional conferences, and to local planned giving roundtables, community foundations, and bar associations. Some of his recent papers are also posted to his site.

Russ has a law degree from St. Louis University and a master's degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master's degree in English from the University of Chicago.

e-mail [email protected]

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Associations

Association Position
National Association of Charitable Gift Planners speakers bureau
Planned Giving Roundtable of Arizona member
Planned Giving Roundtable of Southern Arizona member
Southern Arizona Estate Planning Council member

Education

School Degree Graduation Year
Indiana University Bloomington AB w/ honors in English 1975
University of Chicago MA in English literature 1976
Saint Louis University School of Law JD 1979
Washington University in St. Louis School of Law LLM in taxation law 1987

Contact Information

d/b/a Planned Gift Design Services

1042 E Lester St
Tucson, AZ 85719