Professional Legal Services for Non-Profit Boards

Comprehensive Representation Designed to Assist You through All Stages of Non-Profit Governance

With over 43 years of experience in the legal field, Attorney Robert Roseman has the experience and the resources to offer non-profit boards exceptional and cost effective legal services. He has assisted individuals and companies of all sizes who are interested in philanthropy and has provided clients with innovative strategies designed to help them achieve their goals.

Mr. Roseman has served on numerous non-profit boards and serves or has served as Chairman of the Board, President, Secretary, Treasurer, and as outside general counsel. His hands-on experience provides an invaluable resource in structuring and advising your Board of Directors with respect to all its endeavors.

Robert Roseman is well versed in the laws that pertain to non-profit organizations, including tax laws, health care laws and more. He is able to provide assistance in the formation of your non-profit organization and is able to provide a well thought out plan for adequate non-profit governance and structuring of the board. Mr. Roseman offers clients the following comprehensive services:

• Incorporation
• Assisting in Preparation of IRS Form 1023, Application for Recognition of Exemption Under Section 501(c) (3) of the Internal Revenue Code
• Establishing Board structure and fiduciary duties of board members
• Reviewing and drafting bylaws, including indemnification rights
• Assisting with the development of conflict of interest policies and other policies necessary to obtain and maintain a non-profit’s status as a 501 (c) (3) exempt organization
• Assisting with regulatory compliance and annual 990 reporting and the efficacy of making it an asset with respect to donor contributions
• Assisting with voting, proxy and any issues that are relevant to organizations with national or international membership and/or chapters
• Assisting with recordkeeping practices, including board minutes and resolutions
• Assisting with grant-making programs, including developing policies and criteria for grants and the implementation of the grant through agreements
• Endowment fund policies
• Pledge agreements
• Assisting with investment policies
• Assisting with the review and drafting of management contracts
• Assisting with various agreements, including employment agreements for staff, confidentiality agreements, non-compete agreements and non-solicitation agreements
• Assisting with the drafting and negotiation of commercial contracts
• Assisting with the acquisition of real estate for program space

Contact Attorney Robert Roseman Today for a Consultation

Forming a non-profit board can be exceedingly complex, and requires the expertise and finesse of a highly qualified lawyer. Robert Roseman is exceptionally experienced in this area of law, and can help guide you through the various steps of forming and managing a non-profit organization and board. He can help you to understand the federal, state and local laws that have the potential to affect your organization, including property tax exemption, state sales tax, and issues relating to board fiduciary duties, charitable trusts and Attorney General oversight.

Contact Robert Roseman today to schedule a consultation to discuss your non-profit board needs and how he can best be of service to you.