Admissions

  • Illinois

Education

Princeton University (A.B., with honors, 1975)

  • Phi Beta Kappa

University of Minnesota (M.A., Public Affairs, 1980)

Northwestern University (J.D., with honors, 1980)

  • Order of the Coif
  • Note and Comment Editor, Journal of Criminal Law and Criminology

Profile

Patricia Carlson focuses her practice at Burke, Warren, MacKay & Serritella 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 nonprofit organizations in Illinois was published in The Exempt Organization Tax Review.

Experience

Examples of  Ms. Carlson's work include:

  • Incorporated different types of not-for-profit organizations, including a religious denomination, a youth sports program, family foundations, a preschool, an after-school program, a religious order, a foundation for an advocacy group, a charity to promote entrepreneurship, a charity to help families with school-age children, a charity to provide financial assistance to employees experiencing hardships, and a charity to promote sustainable agricultural projects
  • Obtained federal and state tax exemptions
  • Obtained state sales tax exemptions
  • Filed state charitable registrations
  • Established charitable trusts
  • Merged religious orders
  • Terminated private foundations
  • Divided private foundations
  • Established support organizations
  • Drafted conflict of interest policy, document retention policy, and whistleblower policy
  • Drafted agreements between not-for-profits and for-profits

Honors & Awards

  • Avvo Excellent Rating
  • Illinois Leading Lawyer for Associations and Nonprofit law
  • Illinois Super Lawyers for Nonprofit law
  • Order of the Coif

Professional/Community

North Lawndale College Prep High School, Senior Project Advisor

Pressroom

Events & Speaking Engagements

Publications

330 North Wabash Avenue, Suite 2100
Chicago, Illinois 60611-3607
T: 312.840.7000
F: 312.840.7900