Episode Notes

In this episode with Kim and Kate, we talk about B Corporations, including what they are, what problem Kim and Kate were trying to solve that they couldn’t with a regular corporation, and what they now know about B Corps that they wish they had known when they first started their law firm.

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Your Hosts

Sam Glover

Sam Glover is the founder of lawyerist.com. He is the co-author of the bestselling book The Small Firm Roadmap and original host of the weekly Lawyerist Podcast.

Aaron Street

Aaron Street is the co-founder Lawyerist and co-author of the bestselling book The Small Firm Roadmap Revisited. Aaron is a true innovator, leading the business growth and vision. His career passion is building thriving culture- and impact-driven companies.

Featured Guests

Kate Kilberg

Kate has experience representing tax-exempt organizations, both large and small, including public charities, private foundations, community foundations, and social welfare organizations. She has advised tax-exempt organizations in a wide variety of contexts, such as qualification for tax-exempt status, corporate governance, political and lobbying activities, grantmaking, excise taxes, unrelated business income tax, joint ventures and for-profit subsidiaries, social enterprise, mission- and program-related investments, and other impact investing vehicles. In 2015, she volunteered in the effort to secure the approval of new regulations that makes it easier for Oregon businesses to raise startup capital.

Kate has also represented multiple generations of families on wealth transfer planning and estate and trust administration, including both high net worth clients and those with more modest estates. Her practice focuses on both simple and complex estate planning, business succession planning, charitable giving, and related areas of federal and state tax law. In addition, Kate has experience with international estate planning, including cross-border property transfers and pre-immigration planning.

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Last updated March 17th, 2023