Nat’s practice is concentrated in the areas of estate planning, trust and estate administration, and planning for owners of closely held businesses. He provides advice on estate and gift tax planning, including the formation and administration of marital trusts, credit shelter trusts, irrevocable life insurance trusts, qualified personal residence trusts, and other sophisticated tax-planning vehicles. He also advises clients on all aspects of charitable planning and works closely with financial planners, philanthropic advisers, and accountants to address his clients’ personal and financial needs.
Nat represents numerous tax-exempt organizations, including public charities and private foundations, on a broad variety of issues. He has formed numerous tax-exempt entities, including both nonprofit corporations and charitable trusts. He is a frequent speaker on various topics including estate and tax planning, and issues affecting nonprofit and tax-exempt organizations.
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Nathaniel Putnam is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.