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
REFRESH Nonprofit Basics: Overview of Nonprofit Charitable Organization Types: Corporation, LLC, Trust, Association and Fiscal Sponsorship
Welcome to EO Radio Show - Your Nonprofit Legal Resource . For the next few weeks, we refresh several of the show's earliest episodes. During these dog days of summer, it’s a good time...
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Procedures for Changing Public Charity Status
Welcome to EO Radio Show - Your Nonprofit Legal Resource . This technical episode addresses the procedures for changing the classification of an organization described in Internal Revenue Code Section 501(c)(3) as a private...
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REFRESH Nonprofit Basics: Director Duties and Best Practices for the Typical Nonprofit Public Benefit Corporation
Welcome to EO Radio Show - Your Nonprofit Legal Resource . Episode 90 is a refresh of the third of the original episodes published in the summer of 2022. During these dog days of...
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REFRESH Nonprofit Basics: Navigating the Complex Rules That Describe a Public Charity
Welcome to EO Radio Show - Your Nonprofit Legal Resource . I'm Cynthia Rowland, and this is the fourth "refresh" of several original episodes published in the summer of 2022. As we near the end...
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News
Farella Lawyers Recognized in The Best Lawyers in America® 2025 Edition
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Expedited Review of IRS Applications for Recognition of Exempt Status
Welcome to EO Radio Show - Your Nonprofit Legal Resource . In Episode 87, Cynthia Rowland covers the rules that apply to a new charitable organization that wants expedited review of its application for...
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Fraud Risks at Nonprofit Organizations - Part 1
Welcome to EO Radio Show - Your Nonprofit Legal Resource . Episode 94 is the first in a series of episodes where we look at fraud and fraud risks at nonprofit organizations. With the expert...
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Nonprofit Quick Tip: State Filings in Colorado and Wyoming
Welcome to EO Radio Show - Your Nonprofit Legal Resource . I'm Cynthia Rowland, and this is the 14th in a series of “Quick Tip” episodes focusing on the details of state registration of...
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Publication
Steps Your Nonprofit Can Take to Mitigate Fraud Risks - Part 2
Welcome to EO Radio Show - Your Nonprofit Legal Resource . Episode 95 is the second in a series of episodes studying financial fraud at nonprofit organizations. With the expert insight of Sly Atayee, a...
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Publication
REFRESH Nonprofit Basics: Designators, Members, Directors, Officers - The Who’s Who of Nonprofit Governance
Welcome to EO Radio Show - Your Nonprofit Legal Resource . For the next few weeks, we refresh our earliest episodes on nonprofit basics. During these dog days of summer, it's a good time...
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