Advises charitable organizations in all aspects of their formation including incorporation, applications for state and federal tax exemptions, creation of compliance and risk management programs, and charitable solicitation licensing and compliance.

Served as outside general counsel to the largest conversion foundation on a per capita basis in the United States.

Represented a nonprofit health system in its $1.5 billion acquisition by the nation's largest hospital operator.

Conducts governance reviews and internal audits for grantmaking foundations, family foundations, supporting organizations, health care systems, hospitals, secondary schools and professional accreditation organizations.

Represents a health system and its supporting organization in dissolution and distribution of assets, including representation before the North Carolina attorney general and Superior Court to modify purpose and management restrictions of restricted funds pursuant to the Uniform Prudent Management of Institutional Funds Act.

Advises on tax requirements for private foundations, supporting organizations, program-related investments, the structuring of charitable gifts, donor-advised funds and governance of endowment funds.

Counsels foundations and tax-exempt organizations on all aspects of their management, including governance, strategic planning, corporate reorganizations and tax reclassifications, risk management strategies, tax matters in resource development programs, joint ventures, public-private partnerships, and grantmaking programs and agreements.

Advises nonprofit board members regarding conflicts of interest, fiduciary duties, risk management and other aspects of board governance.

Advises emerging growth companies through each stage of the company’s life cycle, including initial company formation and early-stage commercial agreements, corporate governance, commercial contracts, angel and venture capital equity and convertible debt financings, tax matters and general business consultation.

Advises tax-exempt institutional investors, including university endowments, public pension funds, private foundations, community foundations and family foundations regarding investment management and tax matters and in connection with various traditional and program-related investments.

Counseled nonprofit and corporate clients in negotiations and litigation involving employment and noncompetition agreements, executive compensation, discrimination, whistleblower complaints and misappropriation of trade secrets.

Secured injunctive relief on behalf of Gov. Roy Cooper in a case involving proposed amendments to the North Carolina Constitution.

Served as counsel to a global corporation in a multi-week trial in the Western District of North Carolina and procured a $111 million judgment against three defendants for fraud, conspiracy, unfair trade practices and RICO violations.