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.
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.