Representative Not-For-Profit Transactions

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Real Estate

  • Acquisition of real property for programs and services.

  • Financing through conventional bank financing and tax-exempt bond financing.

  • Zoning and Land Use application.

  • Fair Housing and ADA litigation regarding zoning and land use restrictions impacting persons with disabilities.

Not-For-Profit Corporation

  • State Funding including Medicaid reimbursement and rate setting.

  • License and Operating Certificate Compliance.

  • Corporate formation, bylaws, application for recognition of tax-exempt status, development of corporate compliance policies and procedures regarding conflict of interest, whistle blow anti-retaliation policies and policies regarding maintenance and retention of the corporate records.

Trusts & Estates

  • Establishment of community trusts for consumers for purposes of Medicaid eligibility.

  • Creation of estate plans for families including the creation of testamentary or intervivos Supplemental Needs Trusts to preserve inheritance and entitlements for children or adults with disabilities.

  • Counseling clients on various planned giving techniques.

  • Guardianship work.

  • Financing through conventional bank financing and tax-exempt bond financing.

  • Zoning and Land Use application.

  • Fair Housing and ADA litigation regarding zoning and land use restrictions impacting persons with disabilities.