Trusts and Estates | Tax-Exempt Organizations
Peter Mattocks focuses his practice on advising nonprofit organizations on tax and corporate matters, including organization formation and governance, 501(c) tax exemption and ongoing compliance, grant programs, charitable solicitation, program related investments, excess benefit transactions, and complex organizational structures, transactions, and transitions. Peter also practices in the estate planning area and works with clients on charitable planning and the modification of charitable trusts, among other things.
Peter has significant experience working with philanthropic and other tax-exempt organizations on compliance with state nonprofit statutes, development of board governance policies and practices, handling conflicts of interest, managing outgoing grants, negotiation of contracts with various third parties and corporate dissolution. Peter often works with clients on “spinning off” programs from one nonprofit to other nonprofits.
While attending law school, Peter worked at a large law firm in Washington, D.C., in the tax-exempt organizations group. Prior to law school, Peter worked at another large law firm in Washington, D.C., in the tax-exempt organizations area and in government relations, with a focus on working with investment funds organized as 501(c)(3) organizations and financed by the U.S. Agency for International Development to do development work in Eastern Europe and Central Asia.
Peter lives in Hillsborough with his wife, Brooke, and their three children, Jack, Walt, and Cal. He enjoys exploring the North Carolina mountains, playing tennis, and spending time with his family.
The George Washington University, B.A., cum laude, 2004
American University, Washington College of Law, J.D., cum laude, 2016
North Carolina Bar Association, Business Law Section, member
North Carolina Bar Association, Estate Law and Fiduciary Law Section, member
American Bar Association, Taxation Section, member