Morgan, Lewis & Bockius LLP fields a team capable of acting on behalf of prominent charities, foundations, funds, and educational institutions. The department advises on the full array of tax issues faced by clients both domestically and in overseas operations, in addition to covering a range of corporate transactions. Jointly leading the department are Celia Roady and Ann Battle in Washington DC alongside New York lawyer Megan Bell and Tomer Inbar, who works between DC and New York. Roady advises on operational matters such as the structuring of grants, Battle handles investments and corporate governance, Bell is a key contact for issues relating to formation and restructuring, and Inbar advises on corporate transactions in the space. Caroline Waldner in DC has experience in audits and advises on ongoing tax compliance, while Lauren Simpson, who is based in New York has particular expertise in lobbying and political campaign issues. Also in New York is Casey Oetgen, whose practice covers investment structuring matters.
Legal 500 Editorial commentary
Lawyers
Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Caroline Waldner
Morgan, Lewis & Bockius LLPLeading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Tomer Inbar
Morgan, Lewis & Bockius LLPMegan Bell
Morgan, Lewis & Bockius LLPPractice head
The lawyer(s) leading their teams.
Celia Roady, Tomer Inbar, Megan Bell, Ann Batlle