The professionals of Carter Law Group want to be proactive members of your legal team.
WE PROVIDE
cost-effective, proactive and strategic legal advice when you partner with us as your Outside General Counsel.
In this role, we manage the legal aspects of your business in addition to providing value-added strategic advice to help you achieve your mission. We offer Outside General Counsel services to clients of all sizes and customize each offering to your needs.
The professionals of Carter Law Group want to be proactive members of your legal team.
WE PROVIDE
cost-effective, proactive and strategic legal advice when you partner with us as your Outside General Counsel.
In this role, we manage the legal aspects of your business in addition to providing value-added strategic advice to help you achieve your mission. We offer Outside General Counsel services to clients of all sizes and customize each offering to your needs.
- Grant-making private foundations
- Supporting organizations
- Charter schools
- Healthcare/biotech
- Museums & arts organizations
- Trade associations
- National & internationally federated organizations and/or chapters
- Social service organizations
- Economic development organizations
- Churches & religious organizations
Our Outside General Counsel representation is designed for organizations that require ongoing legal services such as advice regarding governance, funding, and general business contracts, planned giving, fundraising, tax matters, as well as board and staff training from a trusted legal partner.
We get to know your organization intimately and use our extensive network of contacts and resources to help your organization thrive. Outside General Counsel services include the following:
- Provide counsel, advice, and representation in all legal and business affairs, upon request
- Review various corporate documents to determine the adequacy and legal compliance, including, without limitation, governing documents (e.g., articles of incorporation and bylaws) and governance policies, and prepare a report with analysis of the review
- Attend client Board of Director meetings, other board and committee meetings, and executive sessions upon request and provide advice as necessary
- Provide legal advice, written legal opinions, and consultation to the Board, board committees, CEO and other appropriate officers and employees, in accordance with such policies and procedures as may be established from time to time, on matters regarding the routine and day- to-day issues and matters you may encounter, including matters relating to corporate, basic contract or document review and advice, problem- solving, litigation prevention and negotiation.
- Provide telephone consultation to your staff, as needed on legal matters which are within their area of operation
- Upon request prepare or review necessary legal documents such as meeting minutes and resolutions, agreements, memorandums of understanding, waivers, participation agreements, governance policies and procedures, and all similar documents
- Monitor pending and current legislation and case law as appropriate, and advise accordingly
- Refer and help supervise outside legal providers for various specialty areas
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Outside General Counsel representations are billed monthly on a fixed fee basis. The fee is mutually agreed to after a thorough review of your organization’s needs and reviewed periodically to ensure that the arrangement is fair to both you and to the firm.
FEATURED BLOG POSTS
- New Elective Pay Rules for Exempt Organizations
The IRA introduced new rules allowing tax-exempt organizations to take advantage of federal tax credits for certain clean energy projects.
- New Rule for Classifying Independent Contractors
The new rule largely reverses the “core factors” test put into place during the Trump Administration.
- Beneficial Ownership Reporting under the Corporate Transparency Act
The CTA introduces new reporting requirements for certain U.S. companies. Tax-exempt organizations are not required to file these reports.
