Advised a major performing arts center in connection with the renaming of its principal concert venue.
Representing a major research university in a naming dispute regarding an athletic venue.
Successfully argued a Second Circuit appeal on behalf of a large national charity to obtain dismissal of the action on the basis of standing.
Investigated executive of major nonprofit investment firm resulting in restructuring of executive compensation.
Representing a major foreign student exchange program in connection with a U.S. State Department investigation of its operations.
Successfully represented a leading child welfare agency, restoring substantially all of its government contracts for service as a result of a settlement of a lawsuit challenging such action.
Conducted an internal investigation, clearing senior officers of an international women’s membership organization of misconduct allegations raised by a former employee.
Represented The Broad Institute in its creation as a separate organization spun off by its parents, Harvard University and the Massachusetts Institute of Technology.
Represented Bard College in its acquisition of the Longy Music School in Boston and Fordham University in its acquisition of Marymount College.
Advised Lassell College in its consideration of a merger with two other colleges.
Successfully advised an international faith-based humanitarian agency in the dismissal of a litigation in Pakistan challenging its leadership and in spinning off its operations in Pakistan and Afghanistan.
Led an extensive internal investigation of the governance of a major health care system, concluding with the adoption of numerous policy initiatives.
Successfully represented a senior officer of a major Zionist organization in persuading a state attorney general to investigate the organization and replace its leadership, ultimately ousting the former CEO for financial improprieties.
Obtained a private letter ruling for a major donor-advised fund to allow its financial institution sponsor to provide staffing entirely on a seconded basis.
Successfully appealed from an adverse decision supporting the classification as independent contractors of local area representatives who supervise foreign exchange students for education exchange programs.
Served as an expert witness in an arbitration concluding with a decision that a nonprofit health system could not sell a “membership” for $300 million to a potential acquirer based on general principles of nonprofit law as presented in expert testimony.
Served as an expert witness in U.S. and foreign courts with respect to a matter of U.S. charity law.
Represented the Stevens Institute of Technology in connection with an Internal Revenue Service examination of numerous issues, including excessive compensation and benefits of its former president, concurrently with a separate but related state attorney general investigation, concluding successfully with minor adjustments.
Successfully represented a major museum in an investigation by a state attorney general based on a whistleblower complaint by a former senior officer, resulting in no adverse action.
Successfully represented and advised a multibillion-dollar 501(c)(3) organization providing investment management services to nonprofit institutional investors, pension plans, plan sponsors and family offices and trusts, on governance and tax matters.
Advised a large global humanitarian relief organization on executive compensation and other governance matters.
Opined on the sale by The New York Public Library of several of its iconic art works in connection with a review of such action by the State Attorney General resulting in no action taken.
Represented a major cultural institution in its acquisition of the most important collection of 19th and early 20th century toy trains.
Represented a major university in creating and conducting the process for termination of a long-term tenured professor on the grounds of plagiarism.
Endowment and Restricted Funds
Advised a SUNY-affiliated foundation with respect to the proper classification of its endowment funds.
Regularly advise a major national women’s organization on the proper treatment of its numerous endowment funds and represented it in connection with a spin-off of a significant division, including the transfer of myriad endowment funds.
Currently advising a major cultural institution on the proper expenditure and use of endowment funds.
Representing numerous charities in cy pres proceedings seeking relief from endowment restrictions.
Advised a major international humanitarian relief organization on maintaining and protecting its endowment.
Advised the trustees of the CUNY system on compliance with the expenditure of endowment funds resulting from the adoption of the Nonprofit Revitalization Act.
Advised a New York museum on the creation and administration of endowment and other funds.
Not-for-profit Investigations
Represented CUNY-affiliated foundation and officers of CUNY colleges in connection with an investigation by the New York State Inspector General.
Handled multiple internal investigations over several years on a range of issues for a major national women’s organization.
Represented a large public library system, conducting an investigation in connection with the termination of its Chief Executive Officer, as well as advising the library on its governance policies and procedures.
Represented a 501(c)(3) educational nonprofit, conducting an internal investigation in connection with fraud and embezzlement by its former CEO and CFO.
Representing a private grant-making foundation in connection with an investigation by the Charities Bureau of the New York State Attorney General’s Office.
Negotiated a favorable settlement with the New York State Attorney General, investigating three Long Island charities for fraud, allowing the client to continue to fundraise and work with other charitable organizations in the state.
Conducted an internal investigation clearing senior officers of an international women’s membership organization of misconduct allegations raised by a former employee.
Successfully represented a major museum in an investigation by a state attorney general based on a whistleblower complaint by a former senior officer, resulting in no adverse action.
