Primary Office
Estate Planning and Litigation
- Planned and executed a complex estate plan to pass an internationally renowned intellectual property interest down to family members for generations with minimal estate taxation and a control structure designed to facilitate succession planning for future generations.
- Planned and executed estate and corporate planning for the owner and CEO of a manufacturing business to enable him to pass control to one son while treating other children fairly, with substantial estate tax savings at the owner's death.
- Successfully litigated to obtain adopted relatives a share of the income from trusts valued at upwards of $100 million that had been set up in the 1920s by the founder of a major grocery chain, notwithstanding that the trust explicitly limited benefits to "lawful issue of the blood."
- Erected a limited partnership structure for a family with a significant holding of extremely sought-after suburban farmland and defended discounts from IRS attack, saving the family millions of dollars.
- Established a structure, in collaboration with a London-based lawyer, to hold the valuable London residence of a United Kingdom national who lives in the United States so that estate and inheritance taxes were eliminated or minimized in the United Kingdom and United States.
- Litigated for one branch of a family against another regarding the meaning of a trust to determine which branch would receive substantial income; won at trial; and worked with our client to facilitate a settlement that has both branches of the family on good terms.
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