Messerli Kramer’s attorneys work with a wide variety of non-profit and tax-exempt organizations, providing advice on the special legal concerns related to their unique structures, as well as their general legal and business issues. Our attorneys have extensive experience working across multiple industries and we regularly represent churches and religious organizations; social service agencies; schools and educational charities; arts groups; national and community-based systems.
We assist clients with planning; entity incorporation and organization; mergers and acquisitions; joint ventures and affiliations; restructuring and multiple corporation systems; capital finance, including tax-exempt revenue bond financing, low-income tax credit financing and other tax-advantaged financing; use of disregarded entities; governance and management; director and officer responsibilities; tax-exempt status and public charity and private foundation requirements; federal and state registrations, reports and filings; donation issues; unrelated business income; prohibited activities; employment law matters; avoidance of excess benefit transactions; real property tax exemption; sales tax exemption on construction materials and other purchases; and regulatory compliance.
With a particular focus on senior living and healthcare organizations, our clients look to us for guidance on wide variety legal issues—from financings and strategic affiliations, to assistance with regulatory compliance issues. Our clients include skilled nursing facilities, transitional care units, home health care, adult day care, physician groups, ambulatory surgery centers, medical device companies, health incentive services, assisted living and memory care facilities, and other health care organizations.
- Represented a nonprofit senior living organization in the development and financing of two phases of a senior living campus in Woodbury, Minnesota, including the issuance of tax-exempt revenue bonds totaling $70 million.
- Represented the shareholders in a health care services company in a share sale transaction for over $110 million.
- Represented a nonprofit senior living organization in the development and financing of a new assisted living and memory care project in Otsego, Minnesota, including the issuance of $29 million in tax-exempt revenue bonds.
- Represented a nonprofit senior living organization in the development and financing of a new skilled nursing facility, assisted living and memory care units on a site in Lee County, Florida, including the issue of $51 million in tax-exempt and taxable revenue bonds.
Mary A. Anderson
Paul W. Anderson
John R. Beattie
Michelle L. Burke
Katheryn A. Gettman
Mark S. Larson