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    Joshua and Laura Meier Newport Beach Trust and Estate Planning Attorneys Focused on Helping Families with Young Kids
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    Category Archives: Charitable Organization

    UCP-OC- A Local Charity Helping Children with Disabilities Worthy of Your Time, Talents, and Financial Gifts.

    With so many great causes in our
    community, it can be difficult for families and donors to choose which charity
    they should support with their time, talents, or financial gifts.  As an attorney who advises many high-net
    worth individuals and donors, and also as a member of local organizations
    dedicated to philanthropic causes, I’ve found that charities worthy of support
    offer more than a great cause, but also the leadership, vision, and internal
    framework necessary to truly make a difference in people’s lives. This is why I
    believe that United Cerebral Palsy Center of Orange County deserves your

    UCP-OC serves children with all
    types of developmental disabilities and provides vital support to families.
    Each year, they provide direct services to nearly 4,000 families, 86% of
    whom have a primary disability other than cerebral palsy. Their goal is to help
    children with disabilities live “Life Without Limits”.

    I first learned of UCP-OC when
    one of my young children experienced speech delay.  And while it is a minor challenge compared to
    what many children at UCP-OC are facing, my husband and I still experienced the
    fear, frustration, and helplessness that many parents do when you want to help
    your child and don’t know where to turn. I recall sitting in a UCP-OC play room
    after our child’s initial evaluation and hearing the speech therapist tell us
    “he has some work to do, but don’t worry, we can fix this. We can and will help
    him.” From that point on, we knew we were in the right hands. 

    We’re grateful to UCP-OC for
    helping our son overcome his challenge, and even more grateful for the way they did it. From the friendly face
    at the reception desk each visit, to the special waiting area with toys and
    coffee welcoming the whole family, to the speech therapists personally
    committed to making our child feel important and each session count, to the
    proven leadership under Cathleen Collins that ensures families will get the
    education, resources, and support necessary to help the little ones under their
    care thrive—UCP-OC is more than just a great cause—it is a special charity that
    truly makes a difference in the lives of children with disabilities and their

    I hope that as you consider which
    charities are worthy of your support, that you reach out to UCP-OC and learn
    how you can be part of the special difference they are making in children’s
    lives. For more information on UCP-OC, visit

    Laura K. Meier, Esq.

    Helpful Advice for Non-Profit Entrepreneurs

    Giving to charity can be a particularly taxing activity even when you’re doing it for all the right reasons. Whether it’s picking the right charity or the right assets to give, it can be a daunting task. If you haven’t found just the right charity, perhaps you should consider starting one yourself.

    Starting a charity is no walk in the park. Worthwhile goals are rarely reached without a bit of elbow grease. Still, for many business-savvy philanthropists, it’s not enough to think solely about the goal and the gift; you’ve got to be the leading edge as well.

    If your current challenge has been bested or if you’re moving onto a second career, there are few things that can beat the sensation of creating a thriving charity. That being said, you may need some planning and advice. Why? A charity is essentially a business (with extra effort and sans profit).

    Never fear. A recent article in Forbes titled “How To Start A Charity” can help jumpstart the process and get your charity up and running.

    Be sure to engage in competent legal and tax counsel before you leap. There are plenty of landmines awaiting the unwary that could impede on good your intentions.

    Contact Meier Law Firm today and learn how we can help you with starting a charity.

    Reference: Forbes (May 7, 2012) “How To Start A Charity

    Meier Law Firm sponsors Hearts for Children Event benefiting St. Jude Children’s Research Hospital

    Meier Law Firm is pleased to sponsor Hearts for Children benefiting St. Jude Children's Research Hospital.  We invite you to join Joshua and Laura Meier this Friday evening at Andrei's in Irvine to help support this very special cause.  

    OCYE & The Eric Trump Foundation invite you to attend Hearts for Children benefiting St. Jude Children’s Research Hospital!

    Friday, March 9th, 2012
    7:00 pm @ Andrei’s in Irvine
    Tickets are $75 online @


    $100 at the door w/cash or check

    Presentation & Live Auction
    Complimentary Cocktails and Hors D’Oeuvres
    Cocktail Attire
    Contact Information:

    Sponsorship and Silent Auction:
    Brian Davis

    Honorary Committee and Press:
    Jackie Combs (805) 448.6322 
    Ashley Sidman

    Volunteer Opportunities and Questions:
    Christina Garkovich

    Visit Meier Law Firm today and learn more about how your family can plan for a great future.

    Savvy Givers Give Strategically

    It’s hard to comment on the recent outpouring of information about presidential hopeful Mitt Romney and his tax records.

    First, since he is a potential presidential candidate, there are political ramifications, as he is a wealthy individual there are ideological (if not also political) ramifications, and as he is a Mormon who practices tithing there are theological ramifications. That said, and whatever your opinions on the man are, it’s hard to deny that he is a very real life example of some serious charitable giving at work.

    As reported by BusinessWeek (and a thousand other places besides), the Romneys gave about $7 Million dollars to charitable causes over the past two years. Interestingly, their giving wasn’t just a matter of simply writing a check (although, granted, a great deal of it was by cash donation). No, the Romneys make use of their own charitable organization. If you, too, are a serious donor, then this may be a worthwhile strategy to consider.

    As an individual giving to charity you are somewhat limited, especially when it comes to the tax year and claiming deductions. By using a charitable organization as a conduit you can give during a given tax year, take the deduction from your personal taxes, and then, as a leader in the charitable organization, still work to grow that gift and take the time to make it do the most good. Likewise, you can lead others and implore them to your causes. (Think Bill and Melinda Gates Foundation.)

    Of course, starting a foundation and maintaining it are often difficult tasks, even though they don’t have to work on such a grand scale as the famous examples. As far as tax advantages, a similar benefit can still be wrought from a form of pooled charity trust, set up by a charity or investment company and able to grant you a tax deduction on your gift in the current year while waiting to pool resources and do the most good.

    Still both approaches are elaborate ways of practicing your charitable giving and either may just be the right method for you. Be sure to consult with appropriate legal and tax counsel to determine the appropriate method for your objectives.

    Visit Meier Law Firm to learn more about charitable giving.

    Laura K. Meier, Esq.

    Reference: BusinessWeek (January 24, 2012) “Romney Tax Returns Show $7 Million in Donations Over 2 Years

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