Expertise for Creating and Operating Charitable Organizations

The firm’s Exempt Organizations Group advises clients on the creation and operation of nonprofit organizations, primarily charitable split interest trusts, private family foundations and publicly supported charities. Our attorneys have experience counseling clients on a range of issues, including those specific to health service, social service, community and fine arts organizations.

Attorneys in the group assist with:

  • Forming the appropriate legal entity
  • Filing applications requesting tax-exempt status
  • Monitoring applications with the Internal Revenue Service and the California Franchise Tax Board
  • Counseling clients regarding legal requirements of operating the charitable entity
  • Addressing applicable tax laws and financial requirements related to securing and preserving charitable status
  • Structuring dispositions of exempt organization assets
  • Counseling exempt organizations in labor and employment compliance and dispute resolution
  • Analyzing issues and strategies involving charitable gifts as designated by a decedent’s estate

After forming an organization, our team provides counsel regarding the many legal requirements of operating the charitable entity, including issues surrounding fiduciary powers and responsibilities of directors and officers. The group also advises clients regarding the complex and changing tax laws applicable to exempt organizations, such as the various restrictions on private foundation activities and the financial requirements for maintaining publicly supported charitable status.

Practice Contact

Edward J. Willig

P: 650-342-9600

Practicing Attorneys