Advising The New York Not-for-Profit Organization (2013)

7.0 MCLE Credits

This popular program has been redesigned and updated from previous years’ presentations to address not only current issues in the corporate and tax realms, but also charitable planning challenges often faced by estate planning practitioners. The experienced faculty members will share tips and provide guidance in identifying and addressing the special legal and practical areas of concern to not-for-profits, their members, and charitable donors and donees.

The Nonprofit Revitalization Act of 2013 (NFPCL), passed in the closing days of the 2013 legislative session and as of late November 2013, awaiting the Governor’s signature, has been called the most extensive revision to New York’s Not-for-Profit laws in forty years. Where appropriate, the panelists will address how this major legislation, if adopted, will affect nonprofits and what the lawyer-counselor will need to know.

“Best practices” and recommended operational procedures that should be employed by an organization’s board, administration and advisors in addressing recurring issues of fiduciary duties, liability and conflicts will be covered by the faculty as well.
 

Program Topics

I. STRUCTURE, FORMATION AND OPERATION: AN OVERVIEW 

II. TAX EXEMPTION OVERVIEW 

III. THE ROLE OF NY ATTORNEY GENERAL

IV. ROLE AND PERSPECTIVES OF THE NYS DEPARTMENT OF STATE 

V. OVERVIEW OF MAJOR CORPORATE TRANSACTIONS

VI. CHARITABLE PLANNING (BASICS, INCLUDING ENDOWMENTS)

VII. CHARITABLE PLANNING (UNIQUE ASSET CONSIDERATIONS) 

VIII. BOARD FUNCTIONS/OPERATIONAL ISSUES 
 

Program Faculty

Program Chair

Michael A. de Freitas, Esq.
William C. Moran & Associates, P.C.
Williamsville

Speakers (in alphabetical order)

Joseph G. Casion, Esq. 
Harter Secrest & Emery LLP
Rochester

Nathan M. Courtney, Esq.
Assistant Attorney General
Charities Bureau
Office of the Attorney General
Albany

Michael A. de Freitas, Esq.
William C. Moran & Associates, P.C.
Williamsville

Anne F. Downey, Esq.
Hodgson Russ LLP 
Buffalo

Paul M. Macari, Esq.
Martin, Shudt, Wallace, DiLorenzo & Johnson
Troy

Anita L. Pelletier, Esq.
Nixon Peabody LLP
Rochester

Nancy Sciocchetti, Esq.
O’Connell & Aronowitz, PC
Albany

Gary M. Trechel, Esq.
Associate Attorney
New York State Department of State
Albany

Total Credits: 7.00 | Ethics: 0.50, Skills: 2.00, Areas of Professional Practice: 4.50