Schwab Beats Claims It Mishandled Gifts Tied To Tax Breaks

By David van den Berg · June 18, 2021, 7:56 PM EDT

A California federal judge dismissed a suit accusing fund sponsor Schwab Charitable of mishandling gifts made to donor-advised funds in exchange for tax deductions, saying the suing donor relinquished control of his...

To view the full article, register now.

Documents

Case Information

Case Title

Pinkert v. Schwab Charitable Fund et al

Case Number

3:20-cv-07657

Court

California Northern

Nature of Suit

Personal Property: Other

Date Filed

October 30, 2020