Private Client

Exempt Organizations

Experience

Amicus Brief in The Episcopal Church in the Diocese of California, et al. v. Episcopal Senior Communities, et al.

On Behalf of the Friends of the Episcopal Diocese, an unincorporated association of residents served by Episcopal Senior Communities, we submitted an Amicus Brief to the First District of California Court of Appeals. The Amicus sought to reverse the trial court’s judgment because the trial court improperly interpreted and applied the charitable trust doctrine. Our brief explains how, If upheld, the trial court’s erroneous judgement would set precedent for the incorrect application of the Charitable Trust Doctrine, contrary to well-settled law in this state, and would negatively affect nonprofit public benefit corporations state-wide.

Resources

Beneficial State Foundation

Advisor to founders of Foundation created as a bank holding company to advance triple bottom line banking. We advise on all matters related to business and governance structure, tax, employment, corporate, real estate, regulatory and other matters.

Satellite Healthcare, Inc.

Advised Satellite Healthcare on restructuring and governance, as well as tax and regulatory compliance.

Walt Disney Family Foundation and Walt Disney Family Museum

Advised the Walt Disney Family Foundation and Walt Disney Family Museum regarding museum structure, tax and regulatory compliance, and general matters. In February 2015, Cynthia Rowland became a member of the Walt Disney Family Museum’s Advisory Committee, assisting the Museum with outreach and fundraising.

Wells Fargo Bank as Investment Trustee of the Buck Trust

Represented Wells Fargo Bank as Investment Trustee of the Buck Trust, a $1 billion trust, on all legal matters including tax and regulatory compliance.

Firm Highlights

Publication

Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020

Farella's Nonprofit Education Series features Cynthia Rowland and Matt Lewis discussing current issues nonprofit organizations and their advisors are facing this year. Cynthia and Matt cover: About that nest egg—when nonprofits can, and can’t, access “endowment&rdquo...

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Event

The CCPA and Nonprofits: Privacy and IP Hot Topics

Join Sushila Chanana and Nate Garhart in the discussion on "The CCPA and Nonprofits: Privacy and IP Hot Topics." The California Consumer Privacy Act (“CCPA”) went into effect on January 1, 2020, and while...

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News

52 Farella Braun + Martel Attorneys Listed in The Best Lawyers in America© 2021

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Publication

Employment Law Updates for Nonprofits in the New Normal

Farella's Nonprofit Education Series features Rebecca Stephens and Jaya Bajaj discussing "Employment Law Updates for Nonprofits in the New Normal." Nonprofit organizations are subject to both state and federal employment laws and regulations. The...

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News

Farella Braun + Martel Ranked in Legal 500 United States 2020

The 2020 edition of Legal 500 United States recognized Farella Braun + Martel among the leading firms in the Construction, Land Use/Zoning, and Not-for-Profit practice areas. Land use partner Steven Vettel was named to...

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Publication

End of a Decade - Checklist for California Nonprofits

As 2019 comes to a close, we thought about our customary note to nonprofit officers and directors to take a few moments to confirm that important year-end responsibilities have not been overlooked. But since this...

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News

Eight Farella Braun + Martel Lawyers Listed in Best Lawyers: Ones to Watch 2021

SAN FRANCISCO/ST. HELENA, CA, August 20, 2020: Eight Farella Braun + Martel lawyers were listed in the inaugural Best Lawyers: Ones to Watch . This recognition is awarded to attorneys who are earlier in...

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