Mr David Ulich > Sheppard, Mullin, Richter & Hampton LLP > Century City, United States > Lawyer Profile

Sheppard, Mullin, Richter & Hampton LLP
SUITE 1600
United States

Work Department

Tax, Employee Benefits, T&E


Mr. Ulich provides business, corporate and tax advice to educational, public and religious charities and foundations such as the American Film Institute, The Annenberg Foundation, Childhelp USA, Catholic Charities of Los Angeles, Mission Without Borders, Foundation for Global Sports Development and others.


Mr. Ulich has expertise in public private partnerships between foundations and public agencies, including dealing with tax, regulatory and planning issues. His work includes: (i) preparing applications on behalf of these Not-for-Profit entities for tax exemptions and non-profit status under federal and state tax guidelines; (ii) helping non-profits to joint venture on projects with other non-profits as well as for profit entities; (iii) dealing with excess benefit and private inurement issues; (iv) drafting donation and sponsorship agreements; and (v) providing guidance on non-profit governance and appropriate director and officer conduct, including compliance and disclosure issues. Mr. Ulich has extensive experience in the structuring of corporate reorganizations, including mergers, stock for stock exchanges, corporate spin-offs and shareholder redemptions, as well as the tax treatment of “S” corporations. He has handled all aspects of partnership and limited liability company law including formation and dissolution of partnerships and LLC’s, drafting partnership and LLC agreements, merging of partnerships and tax treatment of partners, and LLC members in transactions with their companies.




Council of Trustees, United States Olympic and Paralympic Foundation; Board of Directors, Los Angeles Sport Council; Board of Directors, The Los Angeles Sports Council Foundation; Board of Directors, Southern California Committee for the Olympic Games; Member, American Bar Association Subcommittee on Partnership Taxation; Adjunct member, American Bar Association Subcommittee on Corporate Taxation; Board of Directors, Terralex, an international referral service for law firms; Lecturer, University of Southern California Masters Tax Program, where he taught classes on the Taxation of Corporations and Shareholders; Board of Directors, several non-profit foundations


LL.M., New York University, 1985; J.D., University of California, Los Angeles, 1984, Member, UCLA Law Review; B.A., Haverford College, 1981

Lawyer Rankings

United States > Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)

Praised for its ‘strong client service orientation‘, Sheppard, Mullin, Richter & Hampton LLP has ‘a deep bench of excellent lawyers who specialize in non-profit tax and corporate issues. Jointly led by David Ulich in California and recently promoted Tamar Rosenberg in New York, the team has ‘legal experience across a broad range of complex non-profit issues‘. Also recommended is Jay Gerzog, who has an excellent track record advising non-profits in the healthcare sector on transactional issues. A standout highlight included acting for the Bishops of the Dioceses of the Catholic Church of New York, as a corporate member of Fidelis Care, in relation to the sale of Fidelis Care to Centene Corporation for $3.8bn, the proceeds of which will establish one of the largest healthcare grantmaking foundations in the US. The firm was also involved in several significant matters in the education sector, which included changing the for-profit status of several charter schools. Other active clients include Montefiore Medicine Academic Health System, Childhelp, and the Fire Family Foundation.