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Patricia B. Carlson: Lawyer with Burke, Warren, MacKay & Serritella, P.C.

Patricia B. Carlson

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Partner
Chicago,  IL  U.S.A.
www.burkelaw.com/staff/patricia+b.+carlson
Phone(312) 840-7076

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Experience & Credentials
 

Practice Areas

  • Tax Exempt Organizations
  • Religious Organizations Law
  • Corporate Law
 
Contact InfoTelephone: (312) 840-7076
Fax: (312) 840-7900
http://www.burkelaw.com/staff/patricia+b.+carlson
 
University Princeton University, A.B., cum laude, 1975; University of Minnesota, M.A., 1980
 
Law SchoolNorthwestern University School of Law, J.D., cum laude, 1980
 
Admitted1980, Illinois
 
Memberships Chicago Bar Association.
 
BornPasadena, California, March 11, 1953
 
BiographyMs. Carlson focuses her practice on corporate and tax issues affecting a wide range of corporations, with a specialization in not-for-profit organizations. She represents corporations, partnerships and limited liability companies on incorporations, acquisitions, mergers, joint ventures, corporate reorganizations, bond financings, leases, employment agreements, and contracts. She also works with exempt entities on risk management policies, confidentiality of records, tax exemption, private inurement, unrelated business income, and sales tax. She frequently speaks on these and related topics before various educational and civic groups. Ms. Carlson's comprehensive article on tax and other laws affecting non-profit organizations in Illinois was published in The Exempt Organization Tax Review.

Ms. Carlson holds an A.B., cum laude, from Princeton University, where she was a member of Phi Beta Kappa. She also holds an M.A. in Public Affairs from the University of Minnesota and was awarded a J.D., cum laude, from Northwestern University in 1980, where she was a member of the Order of the Coif and served as a Notes and Comments Editor of The Journal of Criminal Law and Criminology. Ms. Carlson is a member of The Chicago Bar Association.

Lectures and Publications:

· National Business Institute Seminar on "Tax Exempt Organizations from Start to Finish," Spoke on "Establishing Tax-Exempt Status with the IRS" and "Liability of Directors and Officers" (September 16, 2011)

· Loyola University School of Law, Lecture on "Formation of an Illinois Not For Profit Corporation" for Business Law Center Seminar (September 6, 2011; February 8, 2011; August 31, 2010; January 26, 2010, February 3, 2009, September 2008, January 30, 2007, September 2006, February 8, 2006, September 2005, February 8, 2005, September 8, 2004, January 27, 2004 and September 16, 2003)

· Northwestern University Law School, Small Business Opportunity Conference, Lecture on "Non-profits and Social Entrepreneurship" (March 1, 2008)

· Author of "Unincorporated Associations and Charitable Trusts," and co-author with Stephen J. Pope of "How Religious Freedom Affects the Legal System's Treatment of Clerical Sexual Misconduct with Minors" in Religious Organizations in the United States: A Study of Identity, Liberty and the Law (Carolina Academic Press; 2006)

· Northwestern University Law School, Lecture on Not For Profit Corporations for Small Businesses Seminar (March 30, 2005 and October 24, 2002)

· Religious Roundtable Seminar, Speeches on "New Developments Regarding Child Abuse Reporting Laws" and "Resolving Claims Without Litigation" (April 10 and 11, 2003)

· Northwestern University Kellogg School of Management, Lecture on "Duties and Liabilities of Directors and Officers of Not for Profit Corporations" (December 3, 2002)

· Public Interest Law Initiative, Lecture on "Obtaining Tax Exempt Status for Your Organization" (March 20, 2002)

· Chicago-Kent College of Law; Illinois Institute of Technology Conference on Not-For Profit Organizations; Lecture on "State and Local Tax Issues for Not-For-Profits" (June 8, 2001)

· "Illinois Laws Concerning Nonprofit Organizations," 22 The Exempt Organization Tax Review 135 (Oct. 1998)

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ISLN908535857
 
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Office Information

Patricia B. Carlson
Burke, Warren, MacKay & Serritella, P.C.
330 North Wabash Avenue
Chicago, IL 60611-3607




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