• Legal advice.
    Human terms.

Making sure your wishes are respected.

Managing your charity while focusing on your mission.

Doing the most good with what you have to give.

In all the services I offer, I strive to make legal processes as easy, accessible, and down-to-earth as possible. Whether you’re planning for the future, looking to make a tax-wise charitable gift, or building a nonprofit, I will work with you to achieve your goals.

 

Estate Planning

  • Trusts
  • Last Will & Testament
  • Power of Attorney
  • Powers of Attorney for Healthcare & Finances
  • Disposition of Personal Property
  • Disposition of Final Remains
  • Beneficiary Designations

Nonprofit – Employment Law

  • State & Federal Employment Law Guidance
  • Contract Negotiations
  • Confidentiality Agreements
  • Onboarding & Investigations
  • Hiring & Firing
  • Payroll Responsibilities

Nonprofit – Formation & Guidance

  • Policies & Procedures
  • Charitable Giving Tools & Techniques
  • Compliance Issues & Form 990 Reporting
  • Major Gifts Analysis & Administration
  • Outcomes Measurement
  • Fundraising Guidance
  • Board Training & Education
  • Standards of Ethics
  • Starting a Tax-Exempt Organization

Donations & Complex Gifts

  • Exploring the most tax-wise gifts
  • Using the most economical giving tools
  • Negotiating and drafting gift agreements
  • Defining your vision and giving goals
  • Transforming your grief
  • Bestowing meaningful celebration gifts
  • Troubleshooting outcomes that fall short