Full Biography: Marilee J. Springer

Marilee J. Springer, from Spartansburg, Pennsylvania, is a partner in the Firm's Tax Group. She concentrates her practice on the representation of donors and tax-exempt organizations, including colleges and universities and health care entities. She received a dual bachelor of arts in psychology and law and society, with distinction, from Purdue University in 1993. She received her juris doctorate, magna cum laude, from Indiana University School of Law - Indianapolis in 1996, where she served as a note development editor for the Indiana Law Review.

Springer advises colleges and universities on issues relating to unrelated business income tax, sponsorship agreements, the use of affiliated entities (e.g., for-profits, foundations, other tax-exempt subsidiaries), general corporate and tax-exempt compliance, research arrangements and their relationships with commercial sponsors, charitable contributions and tax-driven employment issues.

In her work with donors, Springer assists clients in developing philanthropic priorities, making charitable grants, and assessing various vehicles for accomplishing their charitable purposes (e.g., direct grants, private foundations and donor-advised funds).

Springer represents various types of other tax-exempt organizations including health care entities, private foundations, private schools, governmental entities, social service agencies, medical research organizations, churches and their religious affiliates, business leagues, and social welfare organizations. She is involved in all aspects of their operations from formation, applying for tax-exemption, advice regarding the impact of proposed or new legislation, conflicts of interest, board member relations, reviewing and negotiating material contracts, unrelated business income tax issues, grant programs, etc. In addition, she has assisted numerous tax-exempt clients in evaluating, structuring and documenting corporate reorganizations involving mergers, liquidations, dissolutions, taxable subsidiaries (C-Corporations and LLCs), and other sophisticated structuring options. Springer advises tax-exempt clients on the reasonableness of compensation to executives or insiders, including the application of the intermediate sanctions regulations.

Marilee Springer is admitted to practice law in the State of Indiana.