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Jorge Lopez

ASSOCIATE

Education

  • B.A., English, Chapman University, 2007
  • J.D., Loyola Law School, Los Angeles, 2011
    Judicial Extern to the Honorable Sheri Bluebond, United States Bankruptcy Court for the Central District of California
  • LL.M. in Taxation, with Distinction, Georgetown University Law Center, 2012
    Dean's List; research assistant to Professor Michael I. Sanders
  • Certificate in Employee Benefits Law, Georgetown University Law Center, 2012

Prior Experience

Before joining Adler & Colvin, Mr. Lopez was an associate in the exempt organizations, tax, and family wealth groups at Coblentz Patch Duffy & Bass LLP in San Francisco. At Coblentz, he advised clients on the formation, taxation, and governance of nonprofit organizations. He also advised clients on all aspects of tax planning, with a focus on corporate and partnership taxation. While attending Georgetown, Mr. Lopez worked on the 4th Edition of Michael I. Sanders' book, Joint Ventures Involving Tax Exempt Organizations (John Wiley & Sons, Inc.).

Professional Affiliations

Mr. Lopez is a member of the American Bar Association (Exempt Organizations Committee of the Tax Law Section), and the Bar Association of San Francisco. He currently serves as Chair of the Tax Section of the State Bar of California’s Exempt Organizations Committee, a member of the Pacific Coast TE/GE Exempt Organizations Council, and is on the Advisory Board of the Luevano Foundation.

Selected Publications

Speaking and Teaching

Mr. Lopez is an adjunct professor at Golden Gate University, where he teaches Tax-Exempt Organizations in the LL.M. in Taxation program. He has presented in the area of nonprofit law at the Center for Nonprofit and Volunteer Leadership and has conducted webinars and trainings on governance matters and tax issues facing nonprofit organizations. In May 2014, Mr. Lopez was invited to Washington, D.C., by the Taxation Section, State Bar of California, to present a paper on tax issues affecting donors and sponsoring organizations of Donor Advised Funds. The paper proposed guidance in this area and was presented to the Internal Revenue Service, United States Treasury Department, Joint Committee on Taxation, and the Senate Finance Committee.

Bar Admissions

Mr. Lopez is admitted to the bar in the state of California and is admitted to practice before the United States Tax Court.

Languages

  • Spanish

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Jorge Lopez

Jorge Lopez

Associate


Adler & Colvin
Russ Building, Suite 1220
235 Montgomery Street
San Francisco, CA 94104


Phone: 415-421-7555


Fax: 415-421-0712



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