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Loeb & Loeb LLP

345 PARK AVENUE, NEW YORK, NY 10154, USA
Tel:
Work +1 212 407 4000
Fax:
Fax +1 212 407 4990
Web:
www.loeb.com

Jason Lilien

Tel:
Work 212.407.4911
Email:
Loeb & Loeb LLP

Work Department

Nonprofits and Tax-Exempt Organizations

Position

Partners

Career

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.

Education

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 has a β€˜depth of experience and knowledge, which, combined with the high level of client service, makes it very competitive in this area’. Tax specialists Diara Holmes and Marcus Owens joined the firm’s Washington DC office in 2015 from Caplin & Drysdale, Chartered and are commended for their β€˜responsiveness and β€œcan-do” attitude’. The firm makes use of its trusts and estates, charitable giving and tax practices to provide a full service to its not-for-profit clients and has been assisting clients in a range of matters, from defending tax-exemption status against the Internal Revenue Service (IRS), to assisting with charitable giving, program-related investments (PRIs) and setting up for-profit subsidiaries. Recent highlights include advising Audrey Irmas on the gift and sale of a piece of art. New York-based lawyers Jason Lilien and Eliot Green are also recommended, as is Leah Bishop in Los Angeles. The firm strengthened its team via the acquisition of Preston Quesenberry to its Washington DC team as of counsel; Quesenberry brings a wealth of knowledge from his previous role as a senior attorney in the Tax Exempt and Government Entities division at the IRS Office of Chief Counsel.

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