Home / Bios / J. William Gray, Jr.

	J. William Gray, Jr. Partner Tax & ERISA Practice Richmond (804) 788-8641 Phone (804) 788-8218 Fax Download vCard Practices Health Care Private Wealth   Advisors Retirement   Communities Taxation: Federal,   State, Local &   Cross-Border Tax-Exempt   Organizations &   Charitable Entities	News Seminars Speeches Bio J. William Gray, Jr. Speeches 03/26/08 Speaker, Uniform Prudent Management of Institutional Funds Act, Issues Arising from IRS Forms 1023 and 1024 and Recent Developments Affecting Charities, Virginia CLE 11/12/07 Speaker, New Rules for Charities and Their Donors, Virginia Society of CPAs Annual Financial Planning Workshop, Lansdowne, VA 10/23/07 Speaker, Pension Protection Act and Subsequent Developments, Virginia Gift Planning Council Annual Seminar, Richmond, VA 10/11/07 Speaker, What's Different about Prudent Management of Institutional Funds?, NCPG National Conference, Dallas, TX 09/27/07 Speaker, Charitable Giving Under the New Rules, Winston-Salem Estate Planning Council, Winston-Salem, NC 05/16/07 Speaker, Charity Begins at Home (or on the Farm): Dealing with Remainder Interest Gifts, NCPG Virtual Seminar, broadcast nationwide by National Committee on Planned Giving 05/03/07 Speaker, The Perils of Being Charitable: New Rules for Charities and their Donors, University of North Carolina Tax Institute, Greensboro, NC 03/14/07 Speaker, Charity Begins at Home (or on the Farm), Planned Giving Group of New England, Boston, MA 01/17/07 Speaker, Pension Protection Act, Virginia Bar Association Annual Meeting, Williamsburg, VA 10/13/06 Speaker, Charity Begins at Home (or on the Farm), NCPG National Conference, Nashville, TN 10/10/06 Speaker, Highlights and Lowlights of the Pension Protection Act, Virginia Gift Planning Council Annual Seminar, Richmond, VA 2005-2008 Speaker, Virginia Recent Trust and Estate Developments, University of Richmond Annual Estate Planning Seminar, Richmond, VA 09/28/05 Speaker, When Donors Want To Make The Rules: Legal Limits On Donor-Involved Philanthropy, NCPG National Conference, Orlando, FL 09/20/05 Speaker, Private Foundations and Alternatives, Hampton Roads Estate Planning Council, Virginia Beach, VA 05/24/05 Speaker, Pitfalls and Pratfalls: Murphy’s Laws of Charitable Tax Planning, North Carolina Gift Planning Council, Elon University, NC 03/30-31/05 Speaker, The Perils of Being Charitable: Selected Developments for Exempt Organizations and Issues Arising from New IRS Form 1023, Virginia CLE 2004 Speaker, Guiding Clients Through the Philanthropy Maze: Private Foundations, Community Foundations, Supporting Organizations and Planned Gifts, Harrisonburg, VA; Warsaw, VA; Norfolk VA; and Warrenton, VA 11/01/03 Speaker, Charitable Gift Planning, Goodman & Company, client seminar, Richmond, VA 10/01/03 Speaker, Talking with Clients about Philanthropy, The Community Tax Law Project 07/01/03 Keynote Speaker, The State of Philanthropy Today, Association of Financial Professionals Annual Seminar, Richmond, VA 05/01/03 Speaker, Planned Giving Pitfalls and Pratfalls, Blue Ridge Planned Giving Study Group, Roanoke, VA 04/01/03 Speaker, Discovering Alternative Revenue Sources, Issues Arising from the Form 990, and Legal Ethics and the Tax-Exempt Sector: A Case Study [panelist], Virginia CLE 01/01/03 Speaker, Planning With Planned Gifts, United Way of Norfolk Foundation seminar, Norfolk, VA 10/01/01 Speaker, Charitable Giving: The Use of Private Foundations & Alternatives, Southern Federal Tax Institute, Atlanta, GA 08/01/01 Speaker, Federal Tax Consequences of Working with other Entities and Not-for-Profits on the World Wide Web and Other UBIT Concerns, Advanced Issues for Tax-Exempt Organizations in Virginia seminar, Arlington, VA 06/01/01 Speaker, Charities and Other Exempt Organizations in 2001: Developing Alternative Revenue Sources While Undergoing Close Scrutiny, Public Charities in Virginia seminar, Arlington, VA 05/01/01 Speaker, Planning with or without the Estate Tax, Virginia Planned Giving Council, Richmond, VA 10/01/00 Speaker, Planning for Transfers to Charity: Private Foundations and Alternatives, North Carolina Bar Foundation seminar, Greensboro, NC 06/01/00 Speaker, Income and Transfer Tax Planning with Charitable Gifts, Richmond Association of Insurance and Financial Advisors 05/01/00 Speaker, Planned Giving Case Studies for the 21st Century, D.C. Planned Giving Study Group, 8th Annual Planned Giving Days in Washington seminar, Alexandria, VA 05/01/00 Speaker, Charitable Solutions to Tax Planning Issues, Financial planning seminar for donors and friends of eight Virginia private colleges and secondary schools, Richmond, VA 05/01/00 Speaker, Disclosure Rules and Other Tax Reporting Requirements and Importance of Planned Giving, Virginia Association of Nonprofit Homes for the Aging, Hot Springs, VA 04/01/00 Speaker, Planning for Transfers to Charities, VA-CLE Advanced Estate Planning Seminar, Irvington, VA 03/01/00 Speaker, Form 990 ‘Miranda’ Warnings: You don’t have the right to remain silent!, Virginia Planned Giving Study Group, Richmond, VA 02/01/00 Speaker, Legal Issues for Charity Board Members, Seminar series for charity board members and prospective board members, United Way of Greater Richmond, Richmond, VA 09/01/99 Speaker, Virginia’s New Principal and Income Act and Prudent Investor Act, Virginia Beach Foundation Estate Planning Seminar 05/01/99 Speaker, Tax and Estate Planning with Charitable Gifts, Planned giving seminar in conjunction with University of Virginia Alumni Weekend, Charlottesville, VA 04/01/99 Speaker, Estate Planning Issues and Answers, Wills seminar for donors and friends of Wolf Trap Foundation, Vienna, VA 04/01/99 Speaker, Discovering Alternative Revenue Sources [speaker], Issues Arising from the Form 990 and Legal Ethics and the Tax-Exempt Sector: A Case Study [panelist], Virginia CLE 12/01/98 Speaker, Charitable Solutions to Estate and Income Tax Planning Issues, Metro Richmond Coalition Against Drugs 11/01/98 Speaker, Tax Planning with Charitable Gifts, Bridgewater College Estate Planning Seminar for Professionals, Bridgewater, VA 01/01/98 Speaker, Adding a Planned Gift Program to Your Development Efforts, Board of Trustees of Randolph-Macon Woman’s College, Lynchburg, VA 09/01/98 Speaker, The New Fiduciary Reporting System and Other Virginia Developments, Virginia Beach Foundation Estate Planning Seminar 05/01/98 Speaker, When Money Talks, Do Our Ethics Walk? Blue Ridge Planned Giving Study Group, Roanoke, VA 05/01/98 Speaker, Coping with Virginia’s Augmented Estate System, Tidewater Estate Planning Council, Virginia Beach, VA 03/01/98 Speaker, Don’t Count Your Chickens Before They’re Probated - Protecting Your Charity’s Interest in a Virginia Estate or Trust, Virginia Planned Giving Study Group 11/01/97 Speaker, Taxpayer ‘Relief’ - 1997 Style: Selected Provisions of the 1997 Tax Act, Seminar for customers of American National Bank & Trust Company, Danville, VA 10/01/97 Speaker, Basics of Planned Giving, Robert E. Lee Memorial Association national board, Stratford Hall, VA 09/01/97 Speaker, Private Foundations: Ignore at Your Peril, 5th Annual Planned Giving Conference, Virginia Planned Giving Study Group 06/01/97 Speaker, Taxes on Retirement Funds: What Will Be Left of Your Nest Egg?, Seminar for donors and friends of the Virginia Historical Society, Richmond, VA 05/01/97 Speaker, Tax and Practical Issues in Establishing Tax-Exempt Charitable Organizations, Seminar on Pro Bono Issues and Representing Charitable Organizations, University of Richmond 01/01/96 Speaker, Alternative Revenue Sources for Tax-Exempts, Tax-Exempt Charities and Associations: A Virginia Operator’s Manual, Virginia CLE 03/01/95 Speaker, Doing Well by Doing Good: Using Charitable Gifts in Tax Planning, Wake County Estate Planning Council, Raleigh, NC 10/01/94 Speaker, Pitfalls and Pratfalls: Murphy’s Laws of Charitable Giving, NCPG National Conference, Phoenix, AZ 1985-2008 Speaker, Virginia Developments in Estate Planning and Administration, VA CLE Advanced Estate Planning Seminar, Hot Springs, VA (annually) J. Gray, Jr.