Mr Jason Lilien > Loeb & Loeb LLP > New York, United States > Lawyer Profile
Loeb & Loeb LLP Offices
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Mr Jason Lilien
Trusts & Estates
Partner and Co-Chair, Nonprofits & 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, Jason 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, he 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.
Jason 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. He 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.
Jason 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, Jason 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. Jason 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.
Binghamton University, B.A.
Lawyer Rankings(Leading lawyers)
The tax-exempt practice at Loeb & Loeb LLP remains the market leader for non-profit work and provides a full-service offering across litigation, trusts and estates and corporate law. Led primarily out of New York, the team has demonstrable strength in federal audits, including the IRS and internal investigations, complex regulatory matters and compliance. On the West Coast, Los Angeles-based practice head Leah Bishop focuses on tax planning and complex charitable gift agreements for donors. She holds several key clients in the real estate and entertainment industry and is supported by Stuart Tobisman who handles estate planning. The team also excels in transactional work and handles corporate restructurings and partnership matters. In New York, co-chair Jason Lilien advises clients on corporate governance and regulatory enforcement actions whilst Diara Holmes in Washington DC has deep expertise advising large public charities and private foundations. Also in DC, Marcus Owens remains a preeminent practitioner in the group.
- Leading lawyers - United States > Tax > Not-for-profit (nonprofit and tax exempt organizations)
- Not-for-profit (nonprofit and tax exempt organizations) - United States > Tax
Top Tier Firm Rankings
- Media, technology and telecoms > Advertising and marketing: transactional and regulatory
- Intellectual property > Copyright
- Industry focus > Healthcare: life sciences
- Media, technology and telecoms > Telecoms and broadcast: transactions
- M&A/corporate and commercial > M&A: middle-market (sub-$500m)
- Tax > Not-for-profit (nonprofit and tax exempt organizations)
- Media, technology and telecoms > Advertising and marketing: litigation
- Media, technology and telecoms > Outsourcing
- Intellectual property > Trademarks: non-contentious (including prosecution, portfolio management and licensing)
- Media, technology and telecoms > Media and entertainment: transactional
- Industry focus > Sport
- Media, technology and telecoms > Cyber law (including data privacy and data protection)
- Media, technology and telecoms > Media and entertainment: litigation
- Real estate > Real estate
- Tax > US taxes: non-contentious
- Dispute resolution > Corporate investigations and white-collar criminal defense