Nonprofit Law

4.35

501(c)(3) Formation and Bylaws: Attorney Starter Kit

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 57 minutes
Caitlin Rieser
Jeff Fanger
Leslie Levin
Steven Lewis
Jennifer Urban
With Caitlin G. Rieser from Dentons + 4 others
Recorded January 31, 2025
Product ID 99586

Buy This Course

Course Includes
$389

OnDemand Video

Video Download

Course Book Download


or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Filing Requirements, Bylaws, Form 1023, Ongoing Support, and More

This course equips attorneys with a structured approach to efficiently guide clients through nonprofit formation and bylaws drafting. Minimize wasted time with a clear guide outlining the essential documents and filing steps. Gain confidence in advising clients on obtaining and maintaining tax-exempt status and ensuring strong governance. We'll help you streamline your nonprofit formation processes - register today!

  • Determine each client nonprofit's mission, goals, and activities and establish the terms of your involvement.
  • Explain tax-exempt status requirements and ongoing filing obligations.
  • Get a refresher on the key steps involved in entity formation.
  • Come away with experienced practitioners' insights on real-life implications of poorly drafted bylaws.
  • Get a step-by-step guide through Form 1023: from information gathering through application process.

Abbreviated Agenda

  1. Nonprofit Regulatory Update
  2. Client Intake and Formation Documents
  3. Drafting the Bylaws (With Sample Provisions)
  4. Filings and Applications (Including Form 1023)
  5. Review of Existing Documents for Red Flags (With Examples) and Ongoing Support
  6. Legal Ethics of the Nonprofit Practice
Product ID 99586

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Nonprofit Regulatory Update

  2. Client Intake and Formation Documents

  3. Drafting the Bylaws (With Sample Provisions)

    1. Mission and Purpose
    2. Membership
    3. Board of Directors
    4. Committees
    5. Dissolution
    6. Amendments
  4. Filings and Applications (Including Form 1023)

    1. Articles of Incorporation: Completing and Filing With the State
    2. IRS Form 1023 Preparation Step by Step
  5. Review of Existing Documents for Red Flags (With Examples) and Ongoing Support

  6. Legal Ethics of the Nonprofit Practice

    1. Attorney Fees and Engagement Agreements
    2. Conflicts of Interest
    3. Doing Business With Clients
    4. Attorneys Serving on the Board
    5. Guarding Confidentiality

Who Should Attend

This legal guide is designed for attorneys. Nonprofit directors, officers, and paralegals will also benefit.

Speakers

Caitlin G Rieser
Caitlin G.
Rieser
Dentons
Jeff J Fanger
Jeff J.
Fanger
Fanger & Associates LLC
Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Steven Lewis
Steven
Lewis
Steven Lewis, PLLC Attorney and Counselor at Law
Jennifer L Urban
Jennifer L.
Urban
Legal for Good, PLLC
Speaker bio
Caitlin G Rieser

Caitlin G. Rieser

Dentons
Caitlin Rieser

is a member of Dentons' tax group, and focuses her practice on federal transactional tax issues of business entities, including partnerships, limited liability companies, and S and C corporations. She counsels business owners on various tax matters, including corporate governance and compliance, ownership interest or stock sales, mergers, conversions, reorganizations/restructures and dissolutions, among many others. Ms. Rieser often assists clients with drafting operating agreements, partnership agreements, bylaws, meeting minutes, resolutions and other corporate documents. She also has experience in the M&A field and has assisted with stock purchase agreements, merger agreements and related transactional documents. Ms. Rieser also helps clients by identifying, analyzing and advising on eligibility for various federal business tax credits and incentives, including the research and development tax credit, COVID-19 related tax credits and cost-segregation analyses. Her experience also includes the formation and governance of nonprofits and tax-exempt entities and advising on various state and local taxation issues. In all areas of her practice, Ms. Rieser aims to help her clients achieve their legal and tax business goals and to structure their organizations as tax efficiently as possible. She earned her B.A., magna cum laude, from University of Louisville; her J.D. degree, magna cum laude, from University of Louisville Brandeis School of Law; and her LL.M. degree in taxation from Boston University.

Speaker bio
Jeff J Fanger

Jeff J. Fanger

Fanger & Associates LLC
Jeff Fanger

is the managing member of the law offices of Fanger & Associates LLC, with offices in downtown Cleveland and Highland Heights. His practice areas include civil litigation (both trial and appellate), corporate and non-profit formation and representation, business re-organization, acquisition and restructuring, contract drafting and litigation, trademark and copyright research and registration, wills and estate planning, debtor/creditor relations, bankruptcy, and divorce and guardianship. Through the Ohio State Bar Association and the Geauga Bar Association, Mr. Fanger has investigated and prosecuted cases of the unauthorized practice of law. He is a lifetime fellow of the Ohio State Bar Foundation, a trustee on the Geauga County Bar Foundation and a member of the Ohio State Bar Association (Corporate, Entertainment and Sports, and Computer and Technology Law committees; and the corporate law liaison to the Secretary of State). Mr. Fanger has served on the Ohio Supreme Court Central UPL Registry Workgroup, Geauga County Bar Association (Unauthorized Practice of Law, Constitution, Grievance, and Ipso Jure committees) and International Bar Association (Multi-Disciplinary Practices Committee, Corporate Law and Real Estate sections). He earned his B.A. degree from George Washington University and his J.D. degree from the Ohio State University College of Law.

Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a partner at Hinman, Howard & Kattell, LLP and works out of the White Plains and New York City offices. She is a member of the wills, trusts, and estates; elder law and guardianships; and not-for-profit corporations and foundations practice groups. She practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, Ms. Levin works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. She also serves as executor for client's estates and as a trustee for a number of trusts. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut.

Speaker bio
Steven Lewis

Steven Lewis

Steven Lewis, PLLC Attorney and Counselor at Law
Steven Lewis

is the owner of Steven Lewis, PLLC Attorney and Counselor at Law, where he practices estate planning, trust administration, probates, guardianships, not-for-profit entities, and business planning. He has spoken at leadership conferences on not for profits, churches, and related liabilities across the country in 33 states. Mr. Lewis is admitted to practice in Oklahoma and before the U.S. District Court (all districts in Oklahoma), and a member of the Bar of United States Supreme Court. He is a member of the Oklahoma Bar Association (Estate Planning) and the Oklahoma County Bar Association. Mr. Lewis earned his B.A. degree from the University of Oklahoma, his J.D. degree from the University of Oklahoma College of Law, and his M.B.A. degree from the University of Oklahoma College of Law.

Speaker bio
Jennifer L Urban

Jennifer L. Urban

Legal for Good, PLLC
Jennifer Urban

is the founder of Legal for Good PLLC, and devotes herself to representing charitable and non-profit organizations throughout Minnesota and Ohio. She routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax exemption; merger, consolidation and dissolution; nonprofit consulting, training and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; non-profit related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. Ms. Urban is a graduate of the University of Wisconsin-Madison, as well as Ohio State University Moritz College of Law. After graduation, she served as a judicial law clerk to the Honorable Peggy L. Bryant, Tenth District Court of Appeals for the State of Ohio. Before transitioning to private practice, she served four years as an assistant attorney general at the Office of the Ohio Attorney General in the Charitable Law Division. Ms. Urban enjoys speaking at legal education seminars, directing the non-profit law clinic at the University of St. Thomas School of Law, and being a member of numerous prominent local legal organizations.

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us