North America - United States • Tax

Simpson Thacher & Bartlett LLP

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Simpson Thacher & Bartlett LLP‘s highly experienced team works within the firm’s full service offering to provide comprehensive services to foundations, individuals, charities, and other groups active in the non-profit sector. The New York-based practice is ’unparalleled in their expertise, creativity, and responsiveness’ and demonstrates key expertise in matters relating to impact investments. Team lead David Shevlin is active on behalf of domestic and international groups and has experience across the healthcare, cultural, and education sectors, among others. John Bennett co-heads the endowment advisory practice and advises both donors and recipients on all matters relating to investment activities. Jennifer Franklin is a key contact for corporate transactions in the space, advising on mergers and dissolutions as well as on issues relating to charitable gift-planning. Other core team members include Maura Whelan, who advises individuals and corporations on a broad range of charitable endeavors, and Kevin Roe, who advises public and private charities, foundations, and other companies on operating issues.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘STB's not-for-profit group excels in a niche area of the law where expertise is rare. We use the firm as a lawyer's lawyer to address issues where we are uncertain. There is not a lot of law in the not-for-profit space, so experience matters in order to make decisions. You cannot look up the answers to many issues in a book. STB always has the answers.’

  • ‘We work primarily with Kevin Roe. He is excellent on many fronts. His depth and breadth of knowledge is incredible. Further, he is always available on short notice and his demeanor suits the practice perfectly.’

  • 'The Simpson Thacher team is unparalleled in its expertise, creativity, and responsiveness.'

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.

David Shevlin

David Shevlin

Hall of fameSimpson Thacher & Bartlett LLP

Head of Simpson Thacher’s Exempt Organizations Practice, David Shevlin counsels a variety of international and domestic exempt organizations, including all forms of private foundations and public charities. He also advises donors to, and the governing bodies of, exempt organizations. In particular, David advises universities, foundations, hospitals and cultural institutions on the investment of their endowments. David has particular expertise in working with charitable organizations in connection with social enterprise and program-related investments. David also has been involved in assisting governing bodies on internal investigations. Long active in the bar, David is a past Chair of the ABA’s Section of Taxation – Committee on Exempt Organizations. He has also served on the Board of Doctors Without Borders USA.

Practice head

The lawyer(s) leading their teams.

David Shevlin

Other key lawyers

John Bennett, Maura Whelan, Jennifer Franklin, Kevin Roe