Mr Jason Lilien > Loeb & Loeb LLP > New York, United States > Lawyer Profile

Loeb & Loeb LLP
345 PARK AVENUE
NEW YORK, NY 10154
United States
Jason Lilien photo

Work Department

Trusts & Estates

Position

Co-Chair, Nonprofits & Tax-Exempt Organizations

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, 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.

Education

Albany Law School of Union University, J.D.
Binghamton University, B.A.

Lawyer Rankings

United States > Tax > Not-for-profit (nonprofit and tax exempt organizations)

(Leading lawyers)

Jason LilienLoeb & Loeb LLP

Loeb & Loeb LLP’s ‘exceptional‘ nonprofits team assists its impressive client roster with a full range of issues, leveraging the firm’s litigation, real estate, corporate, and top-ranked advertising and marketing practices to provide comprehensive legal support to a variety of tax-exempt organizations. The group benefits from the experience of former regulators Jason Lilien in New York and Marcus Owens in Washington DC, both of whom have broad experience advising on governance matters, internal investigations and regulatory enforcement. Jointly leading the team alongside Lilien is Los Angeles-based tax planning specialist Leah Bishop and Diara Holmes in Washington DC, who acts both for nonprofit organizations in tax compliance and governance issues, and also for celebrities, high-net-worth individuals and families in establishing family foundations and donor-advised funds.