Danika Mendrygal is counsel in the Private Client Group. Her areas of practice include exempt/charitable organizations law and federal estate and gift tax and trust and estate matters.
Danika's practice focuses on:
- Assisting clients with the establishment of tax-exempt organizations, including public charities, private foundations, supporting organizations, charitable trusts, employer-sponsored scholarship and emergency/disaster relief funds, business leagues, social welfare organizations, performing arts and cultural groups, churches and religious organizations, amateur athletic organizations, and international aid organizations.
- Providing guidance regarding the operation, management, and taxation of tax-exempt organizations, including issues regarding unrelated business taxable income (UBTI), grant-making and distributions, internal governance, conflicts of interest, investment limitations, self dealing, prohibited transactions and intermediate sanctions, international activities, and reorganization/merger.
- Assisting high net worth clients with the formation of private and family foundations and donor advised funds, with a particular focus on long-term charitable goals and intra-family governance issues.
- Family wealth planning, including the use of strategies to minimize estate, gift, and generation-skipping transfer taxes.
- Drafting sophisticated tax and estate plans, including traditional bypass trust and marital deduction planning, gift tax planning, life insurance trusts, generation-skipping transfer tax planning, charitable planning, and various other techniques.
- Administering trusts and estates of decedents.
- Selected for inclusion in Texas Super Lawyers - Rising Stars Edition by Thomson Reuters for Nonprofit Organizations, 2014 and 2015