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

Nonprofit Basics: Meeting Minutes Best Practices

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode focuses on documenting decisions made at meetings of a nonprofit organization's board of directors or trustees. While everyone who attends a...

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Publication

Nonprofit Basics: Federal Tax Filing Deadlines and Penalties

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode focuses on the importance of meeting the federal tax filing deadlines that apply to charitable organizations. Most charitable organizations that are...

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Publication

Nonprofit Basics: Best Practices for Approving Insider Compensation Decisions

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the third in a series discussing insider transactions by exempt organizations. In this episode, I'll look closely at best practices...

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Publication

Nonprofit Quick Tip: Nevada and Arizona Nonprofit Corporation Registration and Annual Filings

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the second in our series of quick tip episodes starting with the details of state registrations of nonprofit corporations. In...

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Publication

Nonprofit Quick Tips: Secretary of State Filings in California and Delaware

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This week, we launch a series of quick tip episodes, starting with the details of state registration of nonprofit corporations. With the help...

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Publication

Hot Topic: UPMIFA in the Context of Financial System Instability

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . A really hot topic this week is the duty of care for directors and trustees of charities in a time of volatility in...

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Publication

Nonprofit Basics: Conflict of Interest Policies and Best Practices for Approving Insider Compensation

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the second in a series discussing insider transactions. In episode 32, I gave a general overview of the federal laws...

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Publication

Hot Topic: Key Issues for Nonprofit Creditors Dealing With Distressed Businesses

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . In this episode, we cover important issues for nonprofits dealing with distressed businesses, such as their landlords or tenants, other kinds of contract...

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Publication

How Nonprofits Can Use New Markets Tax Credits To Achieve Financial Goals

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This week, I am delighted to cover a niche topic and a special structure that allows certain nonprofits to have an outsize impact...

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Publication

Are You Ready? Steps for Launching a New Charitable Corporation

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode focuses on the key questions to ask when a founder has that fire in the belly and is ready to create...

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