Gerald B. Treacy, Jr.

B. Treacy, Jr.
Treacy Law Firm, PLLC

Gerald B. Treacy, Jr., has been serving affluent clients with their tax planning needs for over two decades, first as a partner at two of the nation’s largest law firms, Perkins Coie in Washington, and McGuire Woods Battle & Boothe in Virginia, and currently through his own law firm, the Treacy Law Firm, PLLC in Poulsbo, Wash. Mr. Treacy has authored two BNA Tax Management portfolios (on Supporting Organizations and Community Property) and several other texts, as well as numerous articles on tax law, charitable giving and estate planning. He lectures frequently on legal and tax planning topics nationally. He’s the author of Washington Guardianship Law, Administration and Litigation, now in its third edition (published by Lexis/Nexis). He’s been quoted on the front page of the The Wall Street Journal and in a number of other publications, co-hosted a television series on estate planning for a PBS affiliate and listed in Who’s Who in America and Who’s Who in the World. He’s been a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 1993. Mr. Treacy has presented nearly 100 seminars on legal topics to attorney and CPA groups and others around the nation. He’s also the founder and manager of ArcLine Consulting, LLC and chairman of The CIBO Group, Inc. Mr. Treacy has been named a “Superlawyer” by Washington Law & Politics. He’s received a 10.0 “Superb” rating from the Avvo lawyer rating service (highest rating) and is rated AV Preeminent by Martindale-Hubbell (highest rating).

New Year’s Hangover for Type III SOs 
Gerald B. Treacy, Jr. highlights the recent guidance issued by the Treasury regarding supporting organizations
New Regulations for Type III SOs
On Dec. 28, 2012, the Internal Revenue Service published final regulations regarding Type III supporting organizations (SOs), along with temporary regulations. Gerald B. Treacy, Jr. walks you through them
Not SO Bad 
Few Type III supporting organizations (SOs) are likely to be overjoyed by the new proposed regulations that could soon be governing them. Yet, these anxiously
Surviving and Thriving In the Tax Patent Era 
Just as things seemed to be quieting down)after the Pension Protection Act of 2006, Jalong came the latest challenge to the peace of the estate-planning
Cold Snap for DAFs 
The Pension Protection Act of 2006 (PPA), which so radically redefined the rules for supporting organizations, also transformed the rules for donor-advised
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