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Loeb & Loeb LLP

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Jason Lilien

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Loeb & Loeb LLP

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Nonprofits and Tax-Exempt Organizations




Jason Lilien serves as co-chair of the firm's Tax-Exempt Organizations Practice. He advises clients throughout the nonprofit sector on corporate governance and compliance matters, internal investigations, regulatory and enforcement actions, corporate transactions, nonprofit formation, charitable fundraising, and cause marketing.

A former Bureau Chief of the New York State Attorney General’s Charities Bureau, Mr. Lilien oversaw New York’s more than 100,000 nonprofit organizations and developed legislation and regulatory initiatives that serve as national models. As head of the largest state charities regulatory office in the country, Mr. Lilien was responsible for bringing nationally prominent enforcement actions. He also led efforts to resolve some of New York’s most high-profile and complex trust and estate matters, including the settlements of the hotly contested Huguette Clark and Brooke Astor estates, which collectively provided hundreds of millions of dollars to charities supporting education, the arts, and other causes.

Mr. Lilien was principal author of the Nonprofit Revitalization Act of 2013, which spearheaded the most comprehensive reform of New York’s nonprofit laws since they were enacted in the 1960s. In 2012, he drafted best practices for cause marketing that were adopted by some of the country’s most prominent charities and that have become a national model. Mr. Lilien also authored key provisions of the New York Prudent Management of Institutional Funds Act (NYPMIFA) — the New York version of the national Uniform Prudent Management of Institutional Funds Act (UPMIFA) — which governs how nonprofits can invest and utilize their endowments.

Mr. Lilien has worked on various initiatives that have furthered the development of corporate governance best practices. He has also been a national thought leader on these subjects, having written numerous articles and publications and having frequently appeared as a speaker at national conferences. He has served as a member of numerous boards, including on the board of directors of the National Association of State Charity Officials, and served as a commissioner on the National Association of Corporate Directors’ Blue Ribbon Commission on the Role of the Board in Corporate Strategy.

A lifelong New Yorker, Mr. Lilien was instrumental in the formation of the National September 11 Memorial and Museum, the not-for-profit entity established to finance, own, and operate the official Memorial and Museum at the World Trade Center site. He served, pro bono, as its counsel to the board, treasurer, and secretary from the entity’s inception in 2003 until he was chosen to head the Charities Bureau. Mr. Lilien was also actively involved in the establishment of the Lower Manhattan Development Corporation, the state-city agency charged with overseeing the rebuilding of Lower Manhattan, and served as pro bono counsel to the board.


Albany Law School of Union University, J.D., 1995
Editor, Albany Law Review
Binghamton University, B.A., 1992

United States: Finance

Not-for-profit (nonprofit and tax exempt organizations)

Within: Not-for-profit (nonprofit and tax exempt organizations)

Loeb & Loeb LLP’s nonprofits and tax-exempt organizations (TEOs) practice handles a broad spectrum of not-for-profit matters, including program-related investments (PRIs), corporate governance, fundraising, mergers, charitable giving, Internal Revenue Service (IRS) audits and investigations, public financing and tax compliance. The team is also recommended for its experience in assisting clients with setting up for-profit subsidiaries. The practice is co-chaired by Washington DC-based Diara Holmes and New York-based Jason Lilien. Holmes and Marcus Owens, who is also based in Washington DC, are well known for their expertise in tax matters. Names to note also include New York-based Eliot Green and Los Angeles-based Leah Bishop. In August 2017, of counsel Preston Quesenberry left to join KPMG as managing director in the firm’s exempt organizations tax group.

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