We were inspired to found Bergman and Allderdice in 2005 by our belief in the need to create, support and advise nonprofit and mission-based organizations. We see the work of these nonprofits and social enterprises as a key equalizer and resource in a world heavily skewed economically and socially. We have both worked at large firms but prefer the personalized service of a smaller, women-owned law firm, and we are dedicated to providing high quality and cost effective legal services. We work closely with every one of our clients to solve complex legal matters and to help each realize self-sustainability. Our areas of expertise include affordable housing, community development, social enterprise, tax-exempt bond financing, tax credit financing, including CDFI- and CDE- source financing, compliance, management, public/private partnerships, mergers and acquisitions, nonprofit and for-profit formation and qualifying organizations for tax-exempt status.
Beth is a partner at Bergman and Allderdice. She represents numerous local and national tax-exempt organizations, affordable housing developers, charter schools, community development financial institutions, institutional lenders and government agencies; her practice areas include corporate, real estate, real estate financing, affordable housing, economic and community development, tax-exempt governance and tax-exempt financing.
Prior to entering private practice, Beth was Assistant Housing Coordinator to Mayor Bradley. After the 1994 Northridge earthquake she was a counsel to the Los Angeles Housing Department facilitating real estate loans between the City and nonprofit corporations, utilizing tax credits, bonds and City subsidies to help rebuild the City's housing stock.
Beth currently serves on the boards of several nonprofit organizations and she has served as associate editor for the American Bar Association Journal of Affordable Housing and Community Redevelopment Law. Articles Beth has authored have appeared in numerous legal and not-for-profit association journals. Her publications include Rebuilding Los Angeles – One Year Later: The Bitter Aftermath and Lessons Learned, published in the Journal of Affordable Housing and Community Redevelopment Law, Spring 1993, and New Markets Tax Credits for Equity and Low-Interest Loans for Capital Developments, The Nonprofit Advisor, December 2006.
Beth lectures in the areas of tax-exempt formation, nonprofit subsidiaries, affordable housing, joint ventures and social enterprise. She has also taught Constitutional Law at Loyola Law School and Environmental Law at Glendale School of Law.
Beth is a graduate of Brown University, Phi Beta Kappa, and of Harvard Law School, J.D. She attended a fellowship program at Stanford University Medical School. She was an Associate Editor for the Stanford Law Review and Clerk to the Hon. Chief Judge Consuelo B. Marshall, U.S. District Court, Central District of California.
Beth is a member of the California, New York, Arizona and D.C. Bar Associations, and her memberships include the American Bar Association Sections on Affordable Housing and Nonprofit Law.
Michael is a partner at Bergman and Allderdice. He represents the community development departments of several cities, including Long Beach, San Diego and Sierra Madre, as well as tax-exempt organizations, affordable housing developers and residential developers. His practice areas include real estate finance, redevelopment law, land use and planning, affordable housing, relocation and CEQA. Mr. Allderdice has extensive experience with virtually every type of real estate matter, including property management, leasing, purchases and sales, construction and take-out financing, bond financing, construction contracts, formation of joint ventures, general and limited partnerships and limited liability companies, zoning review, entitlement, subdivision, development and title matters.
Recent projects in Long Beach include CityPlace, The Promenade, West Gateway and Shoreline Gateway; recent projects in San Diego Centre City include 10th and B and Cedar Gateway affordable housing projects.
Michael is the author of When is 'Fair Market Price' the same as 'Fair Reuse Value', Redevelopment Journal, February 2003, and has lectured in the areas of nonprofit subsidiaries, nonprofit governance, joint ventures and social enterprises. Michael serves on the board of directors of the West Hollywood Community Housing Corporation.
Michael is a graduate of Washington & Lee University, B.S. and of George Washington University, National Law Center, J.D., where he graduated with honors.
Michael is admitted to the bar in California and Washington, D.C., is a member of the California Bar Association and the Los Angeles County Bar Association, and is "AV" rated by Martindale-Hubbell.
Nicole is an associate with the firm. Nicole has experience in complex real estate transactions, representing developers and lenders in a range of projects, including condominium, office and single family. She has also represented clients in connection with the acquisition and disposition of improved and unimproved properties and has extensive experience in the drafting and negotiating of purchase agreements and loan documents, and reviewing due diligence materials, including title and survey, leases and contracts.
Prior to relocating to California, Nicole was an associate in the Miami office of Holland & Knight LLP. Since relocating to California, she has been an associate in the Irvine office of Jackson DeMarco Tidus & Peckenpaugh and has served as a contract attorney at Ervin Cohen & Jessup LLP.
Nicole obtained both her J.D. and LL.M. in Real Property Development from the University of Miami School of Law and has a B.A. in International Affairs and Latin American Studies from George Washington University. She resides in Santa Monica with her husband and is actively involved in various community organizations.
Nicole is admitted to the bar in both the State of California and the State of Florida.
Pui-Yee is an associate with the firm. Prior to joining Bergman and Allderdice, Pui-Yee worked as a Community Economic Development Fellow with the Housing and Communities Law Group at the Legal Aid Foundation of Los Angeles, focusing on entity formation (including corporate entities and limited equity housing cooperatives), nonprofit compliance, welfare exemption for low-income housing projects and social enterprise. Before her work with Legal Aid, Pui-Yee had a decade of experience working for and volunteering with numerous nonprofit organizations, both large and small, in California and South America. She has also conducted fact investigation and extensive legal research and writing in support of trial and administrative proceedings at two prominent plaintiffs’ and union-side employment law firms, including second-chairing one arbitration which resulted in victory.
Pui-Yee graduated from UCLA with a JD/MSW dual degree. At UCLA School of Law she earned a specialization from the David J. Epstein Program in Public Interest Law and Policy. At UCLA’s School of Public Affairs, her MSW studies focused on social work with organizations, communities and policy. She graduated from UC Berkeley with a B.A., cum laude, double majoring in political science and Chinese.
Pui-Yee is admitted to the bar in California and is a member of the Los Angeles County Bar Association, the Women Lawyers Association of Los Angeles, the Asian Pacific American Bar Association and the National Lawyers Guild.
Megan is of counsel to the firm. Her practice areas include partnership and corporate tax, securities law, secured lending, real estate, real estate financing, affordable housing, economic and community development, tax-exempt financing. Megan has extensive skills in securities offerings, mergers and acquisitions and capital raising structures.
Prior to practicing law, Megan worked as an investment banker. Her banking experience includes working for a variety of securities firms, including Lazard Freres & Company and Merrill Lynch. Megan also did tax work at Ernst & Young, gaining stellar experience as a financial analyst and tax strategist. Megan is an associate at Clark & Trevithick.
Megan is a graduate of Pepperdine University and has both a J.D. and an L.L.M. in tax from Loyola Law School; she finished her L.L.M. with Honors. Megan also completed the Coro Executive Education Program in Public Policy and serves on the board of the Mr. Holland’s Opus Foundation.
Megan is admitted to the bar in California and is a member of the California Bar Association as well as the Beverly Hills and Valley Bar Associations.
David is of counsel to the firm, and is a transactional real estate attorney, including commercial acquisitions, sales, leases and syndications; David also has over 30 years experience as a trial and appellate litigator, primarily in contract, commercial and real estate matters, including unlawful detainers, and has extensive experience with alternative dispute resolution. David has handled judicial foreclosures, as well as non-judicial foreclosures (with experienced trustee/foreclosure services), and has also worked with receivers.
David taught general business law at the UCLA Extension program and Insurance Law at West Los Angeles School of Law, and serves as judge pro tempore on small claims appeals.
David received his B.A. from Yale University, cum laude in 1975, and J.D. from UCLA School of Law in 1978. He is a member of the California and Los Angeles County Bar Associations. Published opinions include Abdul-Jabbar v. General Motors (Ninth Cir. 1996) 75 F.3d 1391. David is the author of Without the Possibility of Parol, Los Angeles Lawyer, March 1998. David is admitted to the bar in California.
Melanie is the Senior Paralegal at Bergman and Allderdice. She received her BA in English and Theatre from Barnard College, Columbia University, NYC. Melanie began as a Legal Assistant with Bergman and Allderdice in 2006 and became a Paralegal in 2012. Melanie's areas of expertise include corporate formation, filing for tax exempt status, welfare exemption qualification and corporate and tax exempt maintenance. She speaks fluent French and conversational Spanish and volunteers during the school year at a local elementary school.
Anita is the Bookkeeper at Bergman and Allderdice. She is also principal of a multi-family office for some of Los Angeles' major philanthropists. With over 25 years of bookkeeping experience and a family tradition of community service, Anita is proud to be a part of Bergman and Allderdice. She received her B.A. in Psychology from UCLA.