Mr Jason Lilien > Loeb & Loeb LLP > New York, United States > Lawyer Profile
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Mr Jason Lilien
Trusts & Estates
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.
United States > Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)(Leading lawyers)
Loeb & Loeb LLP has a top quality national practice that provides the full range of advice to non-profit organisations. Of recent note, the team advised Fidelis Care, its corporate members, and the Catholic Dioceses of New York on the $3.3bn sale of Fidelis Care to Centene Corp, the nation’s largest Medicaid managed care plan provider; this marked the largest-ever non-profit sale in New York and helped create Mother Cabrini Health Foundation, the state’s largest charitable foundation, which the firm continues to advise. The firm also served as examiner’s counsel in the Chapter 11 bankruptcy of WonderWork, which was one of the largest non-profit bankruptcies in recent history. New York-based co-chair Jason Lilien and Washington DC-based partner Marcus Owens have both previously held high-ranking government positions; department co-chair Diara Holmes and Los Angeles-based tax expert Leah Bishop are also recommended.
- Leading lawyers - United States > Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)
- Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities) - United States > Tax
Top Tier Firm Rankings
- Media, technology and telecoms > Advertising and marketing: transactional
- Intellectual property > Copyright
- M&A/corporate and commercial > M&A: middle-market (sub-$500m)
- Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)
- Media, technology and telecoms > Advertising and marketing: litigation
- Media, technology and telecoms > Media and entertainment: transactional
- Media, technology and telecoms > Outsourcing
- Media, technology and telecoms > Cyber law (including data privacy and data protection)
- Industry focus > Sport
- Intellectual property > Trademarks: litigation
- Dispute resolution > Corporate investigations and white-collar criminal defense
- Real estate > Real estate
- Real estate > Real estate2
- Tax > US taxes: non-contentious