Turkel Forman & de la Vega LLP is a small law firm with an eclectic practice. Two of its practice areas—wills, trusts, and estates and family law—concentrate on the unique legal needs of gay men and lesbians and families who are not traditionally recognized. Partner Judith E. Turkel has referred clients to The Trust who have set up funds during their lifetimes to be funded at death and other clients who have set up donor-advised funds to help them with their charitable giving and tax planning.
"I feel confident referring my clients to The Trust," said Turkel. "It's an old and secure institution, with a highly competent, informed, and caring staff. And they are particularly receptive and sensitive to the needs of our LGBT clients. I am so confident of their professionalism that my domestic partner and I have set up our own fund to receive our retirement assets when they're no longer needed."
Ms. Turkel also co-chairs the board of SAGE (Services and Advocacy for GLBT Elders). Using income from our Katharine A. Park Fund for the Elderly and the Sam Wilner Fund, The Trust has made numerous grants to this organization to benefit the gay community and strengthen the agency's operations.