Nonprofit Legal Services

 
 

Does your team need an experienced attorney for a nonprofit legal project? I work with other attorneys and CPAs and am available for contract projects on select tax-exempt matters. 

 

 

Who i work with

I work with 501(c) tax-exempt organizations of all types, including:

  • Public Charities
  • Private Foundations
  • Private Operating Foundations
  • Supporting Organizations
  • Trade Associations
  • Hospitals
  • Schools, Colleges and Universities
  • Community Foundations
  • Donor Advised Funds
  • Single-Member LLCs owned by tax-exempt organizations
  • Social Clubs
  • Other tax-exempt organizations under section 501(c)
  • CPAs and other attorneys

I also work with private donors in making charitable gifts. 

Start up Nonprofits

If you are starting up a new nonprofit, you want to be sure to get things right. Start up services include establishing a nonprofit corporation with articles, bylaws and applicable corporate policies. I can also assist in applying for section 501(c) status with the IRS through Form 1023, Form 1023-EZ, Form 1024-A or Form 1024. I have a law license in Wisconsin and Maine. If you already have an organization set up in another state, I can assist you with your tax exempt application with the IRS. 

Estate planning assistance

Are you including a large charitable gift under your will? I can help you design your gift so that the charity will be accountable to follow through on your wishes. 

Are you planning on funding a private foundation under your estate plan or will? I can help you set up the foundation and ensure that the structure meets the complex private foundation tax rules. 

GRANTS

Whether you are making a large personal donation or need assistance with meeting the numerous tax rules for private foundation grants, I can help. 

 

IRS Audits and communications

If the IRS has sent your organization a questionnaire, a request for additional information about your Form 990, or an audit notice, your organization needs someone who will advocate for your interests and ensure minimal hassle. I can help.

joint ventures and restructuring

When big changes come for your organization, the process can be confusing and stressful for your organization and the board. I can help with:

  • A new joint venture
  • A merger or other corporate restructuring
  • Membership matters
  • Modernizing corporate documents to keep pace with the current status of the organization

Attorney and Accountant consulting & Contract work

Not everyone focuses exclusively on nonprofits, and sometimes quick advice from an experienced attorney can help you and your client save time and money. Or maybe your firm is just overwhelmed and contracting with me can help relieve the pressure on your team. 

I am not afraid of complexity and I have worked on many high-level issues for tax exempt clients, including:

  • Navigating the dizzying array of private foundation rules that can quickly ruin an estate plan involving a private foundation (e.g., excess business holdings rules, restrictions on self-dealing and disqualified persons, etc.)
  • Structuring executive compensation that is compliant with section 457(f), the private benefit rules, and the private inurement rules, including in the healthcare context and for credit unions
  • Advising on complex or sensitive Form 990 reporting items
  • Assisting on many other tax-exempt legal matters, in both common and unusual scenarios 

I aim to support the relationship between you and your client and assist you in meeting the goals and objectives of your client.