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: 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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Welcome to EO Radio Show - Your Nonprofit Legal Resource

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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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50 Farella Lawyers in 2023 The Best Lawyers in America® and the Best Lawyers: Ones to Watch in America™; 4 Lawyer of the Year Awards

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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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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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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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Julie Treppa Elected Fellow of American College of Tax Counsel

Julie Treppa headshot
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Nonprofit Basics: Setting up a New Charity for Disaster Relief

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This episode provides a checklist of considerations when organizing a new charity to provide relief in the aftermath of a disaster, such as...

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Nonprofit Basics: Amending Nonprofit Corporation Bylaws

Welcome to EO Radio Show – Your Nonprofit Legal Resource . This episode covers legal aspects of amending the bylaws for a nonprofit corporation to change its governance, to update the bylaws for changes...

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