Biography
I am a California licensed business lawyer, with a particular emphasis on U.S. nonprofit tax and corporate law, including charitable giving techniques. Current clients include private foundations and the philanthropists that support them, museums and cultural institutions, churches and church-related entities, many publicly supported charities, as well as other tax-exempt organizations formed to support various charitable purposes in the United States and internationally.
I serve as general counsel to individuals and institutions whose mission is to change the world and make it a better place. The organizations I work with include public charities operating domestically and internationally, private foundations, religious institutions, charitable trusts and other tax-exempt organizations, and benefit/B corporations. My work includes advising on a wide variety of issues, including corporate structure, finance, fiduciary duties of directors and trustees, compensation and income tax issues, complex contract negotiations, and organization, reorganization and merger matters. I also advise charities and professional fundraisers on national charitable solicitation programs. The practice includes extensive work in complex business structures involving nonprofit and for-profit enterprises in a diverse array of fields.