Non-profit and Tax-Exempt Organizations (corporations, trusts, LLCs, unincorporated associations)

▸ Formation and Operation of Non-profit and Tax-Exempt Organizations, including Public Charities (for example, charitable, religious, educational, literary), Private Foundations, Private Operating Foundations and Supporting Organization

▸ Governance Matters, including drafting and reviewing policies and procedures (for example, endowment agreement, gift-acceptance policy, independent body questionaire, conflict-of-interest policy and compensation policy), and Responding to Form 990 Governance Questions

▸ Policies for Governance

▸ Unrelated Business Income

▸ Compliance (IRS, FTB, Charitable Trusts Section California Attorney General’s Office, Board of Equalization, County Assessor)

▸ Outside general counsel for day-to-day operations