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

Internal Investigations for Nonprofits: A Means of Identifying and Addressing Misconduct Before the Regulators Come Calling

The worst nightmare for most nonprofit board members is a complaint that sparks an investigation of misconduct at the organization. The ember may have been burning for some time before the board becomes aware...

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News

Welcome to EO Radio Show - Your Nonprofit Legal Resource

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Publication

Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 2: Legislative Lobbying Activities by Public Charities

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This Nonprofit Basics episode is the second of a three-part series on election year activities for public charities and private foundations. Part 1...

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News

Julie Treppa Elected Fellow of American College of Tax Counsel

Julie Treppa headshot
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Publication

Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 3: Private Foundation Approaches to Policy Advocacy Allowed by the Internal Revenue Code

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This Nonprofit Basics episode is the third of a three-part series on election year activities for public charities and private foundations. Part 3...

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Publication

Nonprofit Basics: Navigating the Complex Rules That Describe A Public Charity

Welcome to EO Radio Show. This nonprofit basics episode is intended to help a founder of a new charity to navigate the complex rules that describe a public charity.  Many people think that the...

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Publication

Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 1: Candidate Campaign Intervention

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This Nonprofit Basics episode is the first of a three-part series on election-year activities of public charities and private foundations. In part 1, I...

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Publication

Internal Investigations for Nonprofits: A Means of Identifying and Addressing Misconduct Before the Regulators Come Calling

Cynthia Rowland: Welcome to EO Radio Show , Your Nonprofit Legal Resource, brought to you by the Exempt Organizations Group at Farella Braun + Martel. My name is Cynthia Roland and I'm a partner at Farella...

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News

Chambers High Net Worth 2022 Ranks Farella Braun + Martel in Private Wealth Law

Farella Braun + Martel is pleased to announce that our Private Client Industry Group was again recognized in Chambers High Net Worth (HNW) as a leading practice in Private Wealth Law in Northern California...

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Publication

Nonprofit Basics: Charitable Support for Individuals Affected by a Disaster

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This Nonprofit Basics episode addresses some common charitable questions that come up in the immediate aftermath of disasters: earthquakes, hurricanes, wildfires, pandemics, terrorist...

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