Contact Information

555 Capitol Mall 9th Floor

Sacramento CA 95814

916.325.4548

nlee@mhalaw.com

Practice Focus

Business Law

Corporate Law

Exempt Organizations

Mergers & Acquisitions

Commercial Law

Health Care Law

Nancy P. Lee | Shareholder

Professional Experience

Nancy joined the firm in 1985 and is a senior member of the Business Services practice group. She is also an AV-rated lawyer, the highest rating given by Martindale-Hubbell for legal ability and ethical standards.

Nancy's transactional practice emphasizes business, commercial and health care law, particularly acquisitions and sales of businesses, business counseling, contract negotiation and preparation, corporate mergers, joint ventures and secured financing transactions. With a masters degree in business administration, Nancy has been distinctively positioned to build her practice with an understanding of a business person's perspective and an appreciation of business issues.

She serves as general counsel to a number of California corporations, both for profit and nonprofit organizations. Her advice to nonprofits, principally trade associations, public charities and private foundations, focuses on formation, governance, tax-exemption and compliance matters, and relationships between affiliated for profit and nonprofit entities.

Nancy has further enhanced her expertise in the corporate governance area by recently becoming certified through UCLA's Director Training and Certification Program, a program accredited by Institutional Shareholder Services (ISS) and designed to improve directors' abilities to govern publicly traded corporations while protecting directors and corporations from liabilities and lawsuits. ISS is the world's leading provider of corporate governance and proxy voting services.

Representative Matters

Asset acquisition of a software company with covenants not to compete and post-closing employment of principal

Asset acquisitions of professional services firms in the building and construction industry for stock and cash with covenants not to compete and post-closing employment of principals

Asset sale of a security firm where a portion of the consideration is to be paid in an "earn-out"

Formation of a limited liability company and asset acquisition of a book and gift shop in a bulk sales transfer

Representation of multiple clients in the formation and tax-exemption of trade associations in the hospitality, social and human services industries; charitable organizations in the arts, education and environmental areas; and private corporate and family foundations

Representation of a statewide nonprofit in connection with a $2 million grant in its contracts for goods and services and subsequent constituent agreements

Representation of various nonprofit borrowers in four separate commercial lending and bond transactions ranging from $2 million to $50 million

Prior Experience

$71 million refinancing of a credit facility and multiple multi-million dollar acquisitions for a national outdoor advertising company

Representation of a high technology start-up and subsequent $25 million sale to a major multinational corporation

Numerous health care industry practice acquisitions and sales

Presentations/Publications

Interview, "Change Will Do You Good: New Issues in Non-Profit Law," 7 U.C. Davis Bus. L.J. 10

Presenter, "Legal Issues for the Nonprofit Board," "Trade Association Legal Issues," and "Annual Nonproft Legal Check-Up," Nonprofit and Association Roundtable Series

Presenter, "How to Form a Charitable Foundation," National Asian Pacific American Bar Association, Bar Leadership Institute

Presenter, “The Nonprofit Integrity Act,” and “Legal Issues for the Nonprofit Board,” Nonprofit Resource Center?Workshop

Presenter, "Nonprofit Integrity: The Spirit and the Letter," Great Valley Center's 8th Annual Central Valley Conference and Tracy Nonprofit Coalition's Knowledge is Power Conference

Presenter, "Legal Issues in Forming a Small Business," Sacramento City College, Small Business Management Course

Presenter, "Legal Issues for Nonprofit Organizations," Sacramento Regional Foundation and Nonprofit Resource Center's Management Assistance Program, funded by the David and Lucile Packard Foundation

Presenter, "Nonprofits: A Guide to Preserving Tax-Exempt Status," MHA Series

Leadership Positions/Affiliations

Board of Directors, First US Community Credit Union

Board of Directors and Vice Chair, Nonprofit Resource Center

Board of Directors and Incoming Chair, Sierra Health Foundation

Advisory/Friends Committee, My Sister's House

Past President, Asian Bar Association of Sacramento

Past President, Asian/Pacific Bar of California

Past President, National Asian Pacific American Bar Association

Past Board Member and Past Chair, Asian American Justice Center

Past Board Member, Asian Legal Services Outreach, Inc.

Past Board Member, Jinan-Sacramento Sister Cities Corporation

Past Board Member, Mercy Housing Sacramento

Past Board Member, Russel Manor

Past Board Member, Sacramento Chinese Community Service Center

Past Board Member and Past President, The NAPABA Law Foundation

Member, American Bar Association

Member, American Society of Association Executives

Member, California Society of Association Executives

Member, Sacramento County Bar Association

Member, Sacramento Metropolitan Chamber of Commerce

Honors/Awards

Order of the Golden Bear, University of California, Berkeley.

Woman Warrior Award 1995 from the Chemical Dependency Center for Women for commitment to the empowerment of women and service as a role model.

Unity 96 Award from the Asian Bar Association of Sacramento, the Wiley W. Manuel Bar Association and La Raza Lawyers of Sacramento for distinguished service and outstanding contributions to the Asian community and to the Asian Bar Association of Sacramento.

The Rosalie M. Stern Award from the California Alumni Association of the University of California, Berkeley, for unusually significant contributions of voluntary community service.

Trailblazer Award from the National Asian Pacific American Bar Association for tenacity, vision, creativity and courage in making substantial and lasting contributions to the Asian Pacific American community.

2005 Women's Leadership Award from the National Asian Pacific American Bar Association for leadership and vision in making significant contributions to the advancement of women in the legal profession.

MHALaw Search

Admitted to Practice

State Bar of California, 1984

United States District Court, Eastern District of California

Education

University of California, Los Angeles

John E. Anderson Graduate School of Management at UCLA

M.B.A., Concentrations in Finance and International Business, 1985

University of California, Hastings College of the Law

J.D., 1983

Moot Court Board

University of California, Berkeley

Walter A. Haas School of Business Administration

B.S., concentrations in Finance, Real Estate and Urban Land Economics, 1980

Order of the Golden Bear