Providing businesses with legal and practical advice so they can focus on their business. Services include:

• Legal entity incorporation and state registration

• Drafting operating agreements, investor and shareholder agreements, governance documents, inter-company agreements

• Providing customized template agreements

• Review and negotiate a wide range of commercial contracts and agreements.

Draft, review and negotiate:

• Software as a Service (SaaS) and Data Licensing agreements

• Data Privacy and Processing Agreements

• Website Terms of Service and Privacy Policies

• AI Governance and Ethical Use Policies

• Information Technology/ Cyber Security Terms

Starting a nonprofit can be a complex journey, but I am here to streamline the legal process and ensure compliance so that you can focus on building your organization. My services include everything from incorporation of your non-profit, drafting of Bylaws, IRS forms,  to overseeing fundraising efforts to ensure legal compliance.

My services include:

• Evaluating compliance with state charitable registration requirements

• Drafting, reviewing, and negotiating grant agreements

• Advising on how to legally execute cause-related marketing campaigns, including commercial co-ventures, in compliance with legal requirements

• Drafting and negotiating agreements for gifts, sponsorships, commercial co-ventures, and round-up campaigns

• Providing guidance on the proper hiring of professional fundraisers and reviewing their agreements to ensure inclusion of required legal terms

• Developing donor privacy and gift acceptance policies 

• Reviewing service as a software (SaaS) agreements with CRM and donation software companies to safeguard sensitive donor information

• Establish obligations regarding a nonprofit’s bylaws, committees, and policies and procedures. Drawing on my in-house counsel experience, I provide guidance on navigating the regulatory landscape, as well as practical advice regarding the drafting and revisions of bylaws, committee charters, and policies and procedures including their Conflict of Interest Policy, Board Code of Conduct, and Gift Acceptance Policy.

• Strategic Planning. Provide effective educational advocacy and strategic planning, helping parents determine the specific needs of their child and what they are legally entitled to. We work with the child’s larger support team (advocate, therapists, or educational experts) to facilitate a united effort. Where necessary we help locate educational experts to strengthen and guide our efforts.

• Communicating and Negotiating with School District Personnel. Provide effective advocacy to ensure legal compliance and a proper due process for your child while still maintaining collaborative relationships with school district personnel

• Individual Education Plan (IEP) Meetings. Join parent/clients at the IEP meetings to help serve as an effective voice for the child to strongly advocate for the child’s specific needs for better educational planning.  

• Manifestation Determinations and Other School Hearings. We often find that our services are necessary to defend and protect children with disabilities against harsh, punitive, disciplinary actions by school districts. At the same time we prefer to help parents proactively get out ahead of such issues. At the first sign of behavioral issues, we work to get appropriate evaluations and behavioral services for the child.

For businesses seeking part-time, in-house legal support, a fractional general counsel arrangement presents an ideal solution. As a fractional general counsel, I provide ongoing legal services at a fixed monthly rate, delivering a set number of hours tailored to your needs. This structure provides you with the benefit of having a skilled attorney and thought partner who develops a deep understanding of your organization, while avoiding the financial commitments associated with a full-time salaried employee.