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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

Warner Norcross + Judd LLP represented a religious denominational organization in expanding an existing offering of unregistered investment funds within a Section 403(b)(9) church retirement plan to be made available for investment by churches and other charitable organizations. This work involved addressing federal and state registration and exemption requirements for securities, investment companies, investment advisers, broker-dealers, agents and issuers. It also involved analyzing and considering the advantages and disadvantages of the federal exemptions and the state preemption provisions applicable exclusively to charitable organizations under the Philanthropy Protection Act of 1995 and the National Securities Markets Improvements Act of 1996.

core/freeform

Partner

Corinne N. Curtis

Associate

Sarah Harper

Timothy L. “Tim” Horner

Senior Counsel

Andrea McGrew

John C. Muhs

Impact Investing

Warner Represented a Section 403(b)(9) Church Retirement Plan in Restructuring an Offering of Investment Funds to Include Charitable Organizations as Investors in Addition to Plan Participants

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Warner Represented a Section 403(b)(9) Church Retirement Plan in Restructuring an Offering of Investment Funds to Include Charitable Organizations as Investors in Addition to Plan Participants

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