Our Exempt Organizations Group advises clients on the creation and operation of nonprofit organizations, primarily private family foundations and publicly supported charities.

Attorneys in the group assist with:

• Forming the appropriate legal entity
• Filing applications requesting tax-exempt status
• Monitoring applications with the Internal Revenue Service and the California Franchise Tax Board
• Advice pertaining to the legal requirements of operating the charitable entity
• Applicable tax laws and financial requirements related to charitable status

In addition to issues specifically related to charitable status, most publicly supported charities and some private foundations face issues common to other entities, such as employer/employee relations, business contracts, real estate, general and probate litigation, and risk management. The group's attorneys work closely with the firm's other practice groups to provide the full array of legal services needed by exempt organization clients.