Estate Planning, Probate and Estate Litigation. Assisted
numerous individuals in creating revocable and irrevocable trusts for estate
planning, tax savings and other purposes, including life insurance trusts,
marital deduction trusts and education trusts ... preparing wills, general and
special powers of attorney, health care powers of attorney and living wills ...
establishing conservatorships and guardianships for minors and adults with
disabilities ... and resolving various probate/trust/estate disputes through
probate court litigation and through alternative dispute resolution.
Business Transactions. Represented the sellers of a
family-owned manufacturing business in a transaction involving over $15 million
... the owners of a manufacturing corporation in a tax-free merger transaction
resulting in the transfer of cash and stock valued at several million dollars
... the buyer of a medical staffing company acquiring the assets of an operating
limited liability company ... the buyers and sellers of a variety of
professional practices ... the buyers and sellers in numerous other transactions
involving the sale or purchase of stock or assets in amounts ranging from
several hundred thousand dollars to several million.
Loan Transactions. Represented owner-operators of
multi-unit residential complexes in multi-million-dollar loan transactions ...
the owners of commercial and professional office buildings in obtaining
acquisition financing ... developers in obtaining interim, construction and
Entity Formation. Represented healthcare professionals in
the formation of corporations for the provision of managed health care services
... individuals in the formation of limited liability companies for real estate
brokerage ... individuals in the formation of limited liability partnerships for
acquiring and developing real estate ... a major grocery store chain in the
conversion of existing general partnerships into limited liability companies ...
several local hospital auxiliaries in creating non-profit corporations and
obtaining tax exempt status under Section 501(c)(3) of the Internal Revenue Code
... numerous other individuals and businesses in the formation of corporations,
limited liability companies, general partnerships, limited partnerships and
limited liability partnerships.
Tax Planning and Dispute Resolution. Represented a precious
metals business in the successful challenge to an Internal Revenue Service
assessment of several hundred thousand dollars of additional employment taxes
... a major automobile dealership in the resolution of additional income taxes
sought by the IRS ... individuals in obtaining "innocent spouse" relief to
proposed tax assessments ... a sole proprietorship in reversing an Internal
Revenue Service assessment of additional Social Security, Medicare and
unemployment taxes ... numerous parties in the formation of business entities
best suited to minimize income and employment tax liabilities associated with
Real Estate Transactions. Represented a corporation in the
$2 million sale of an apartment complex ... a limited partnership in the
acquisition of multi-unit residential complexes in transactions involving over
$5 million ... a limited partnership in the acquisition of mobile home park in a
transaction involving over $8 million ... a family limited partnership in the
sale of an industrial complex in a transaction involving over $2.5 million ...
numerous other individuals and businesses in the sale and purchase of improved
and unimproved commercial and industrial real property.