Kegs for a Cause · LiveSwell
Toolkit · Attorney brief · Draft v0

One intake, four topics

A single consolidated question list to bring into the first attorney engagement — spans both K4C and LiveSwell. Batching these is materially cheaper than piecemeal questions across separate calls.

Ideal counsel profile

California-licensed attorney with dual experience: (1) craft-beverage / ABC licensing and (2) nonprofit / CCV registration. Solo practitioners or small firms typically price better than full-service alcohol-beverage practices for this scope.

Topic 1 — Entity choice

How we should be organized

  1. 1.1 LLC vs. C-corp vs. benefit corp for LiveSwell given the give-back model and eventual outside investment.
  2. 1.2 Should K4C be a separate LLC, a DBA, an unincorporated program of LiveSwell, or its own 501(c)(3)?
  3. 1.3 If separate entities: intercompany agreement structure, IP flow (recipes, brand), and management overlap.
  4. 1.4 California vs. Delaware formation trade-offs at our stage.

Topic 2 — CCV compliance

Commercial Coventurer registration + operations

  1. 2.1 Confirm our CCV template language (see /liveswell/ccv-disclosure) meets §17510.3 and AG Registry requirements.
  2. 2.2 CT-5CF filing cadence when the beneficiary rotates quarterly — one filing per campaign or one umbrella?
  3. 2.3 Written agreement template with each beneficiary nonprofit (K4C nights + LiveSwell can donations).
  4. 2.4 Recordkeeping requirements (10-yr retention) — minimum documentation per event / per SKU batch.
  5. 2.5 Multi-state exposure: if LiveSwell cans ship outside CA, which states' coventurer statutes apply?

Topic 3 — ABC licensing

What we can and cannot do at each stage

  1. 3.1 K4C events at existing licensed taprooms — do we need any ABC license as the organizer, or does the venue's Type-23 / Type-75 cover us?
  2. 3.2 Tip-jar / donation-collection rules at a licensed premises when a third party (K4C + nonprofit) is on-site.
  3. 3.3 LiveSwell as a contract-brewed brand — do we need a Type-01 (beer manufacturer) license, a Type-17 (beer + wine wholesaler), or can we operate under the contract brewer's license with a proper agreement?
  4. 3.4 Advertising restrictions on tying alcohol sales to charitable giving under ABC Rule 106.
  5. 3.5 Trade-practice rules if a K4C event promotes both a specific brewery and LiveSwell products.

Topic 4 — Sponsor + partner agreements

Templates we need reviewed once, reused forever

  1. 4.1 K4C brewery-host agreement (venue, kegs donated, tally + payout terms, IP + photo release).
  2. 4.2 K4C beneficiary nonprofit agreement (CCV-required written contract, deliverables, timelines).
  3. 4.3 LiveSwell contract-brew agreement — review our term checklist (see /liveswell/contract-brew-checklist) against local craft-bev norms.
  4. 4.4 Corporate / brand sponsor agreement for event-level or annual sponsorship, including logo use and non-endorsement disclaimers.
  5. 4.5 Volunteer / photo-release language for event attendees (short-form on sign-in, long-form on website).

Materials to send with the intake

Attach these to the first email

From this site

Concept sheet · CCV disclosure draft · contract-brew checklist · event one-pager · donation-report template.

From founder

Any existing formation docs, EIN, and the working budget for year-1 K4C events + LiveSwell contract-brew launch.

Scope + fee expectations

What to ask for up front

  • · Flat fee for entity formation + first CCV filing (typical range: $2–4K).
  • · Hourly rate for agreement templates, with a not-to-exceed on the batch.
  • · Ongoing retainer option once the first CCV cycle closes.
  • · Clear conflict check — many alcohol-beverage firms already represent breweries we'd contract with.

Next

Back to toolkitCCV disclosure draft →Contract-brew checklist →Recommend counsel →