Seyfarth Shaw LLP‘s Tax-Exempt Organization practice is distinguished by its ability to marry technical tax precision with a sophisticated transactional perspective. Representing a diverse roster of clients from multi-billion-dollar healthcare systems and universities to private foundations, the firm provides a ’one-stop shop’ for complex regulatory and corporate needs. The team excels in high-stakes reorganizations, including the conversion of for-profit career colleges and hospitals into tax-exempt entities. By leveraging the firm’s premier employee benefits and labor groups, Seyfarth offers holistic guidance on executive compensation, 501(r) compliance, and IRS controversy representation. Practice head Ofer Lion, based in Los Angeles, provides a unique, transactional tax lens to the non-profit sector, specializing in M&A, joint ventures, and international grant-making. Alongside a dedicated bench of associates, Lion is a go-to counselor for boards navigating fiduciary duties, internal investigations, and complex private foundation excise tax regulations.
Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘Ofer Lion is an amazing partner. Very intelligent and knowledgeable. Great to work with.’

  • ‘Their level of expertise in the area of non-profit corporate law is comprehensive. Mr Lion was able to educate himself quickly on the nature of our association and of the problems/opportunities we were dealing with. His counsel was excellent throughout.'

  • ‘Very high level of expertise in a highly specialized practice area.'

  • ‘They've been able to provide both in-depth expertise in our unique areas and also work well together as a team when we need overlapping support.’

Key clients

  • University Hospitals Health System, Inc.
  • Northwell Health

Work highlights

Representing University Hospitals Health System with ongoing counsel on a broad range of employee benefit plans and related issues for this large multi-hospital system.
Serving as long-time counsel to Northwell Health, providing day-to-day benefits advice and counsel regarding the client’s tax-qualified retirement plans, nonqualified deferred compensation plans, executive compensation, fiduciary and plan governance matters.
Serves as counsel with respect to retirement benefits maintained by a global not-for-profit entity for its employees. Responded to matters involving reductions in force and corporate restructuring, severance plan revisions, state and federal WARN analysis, calculations of employee deferrals, and cybersecurity monitoring.

Lawyers

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Practice head

Ofer Lion