Representative Matters Counseled tech startup founder on advance tax planning through use of founder stock transfers to GRAT. Counseled high net worth families in the creation of comprehensive core estate plans and advanced planning techniques that minimized transfer taxes and ensured that family values were preserved. Represented two extended families in the creation of a unified business succession plan for the management of an inter- generational real estate holdings company. Counseled a technology giant on transfer tax advantageous strategies for litigation of a technology patent portfolio. Represented a young technology entrepreneur in establishing a business through structures that minimize liability and maximize personal privacy. Advised clients regarding transfer restrictions on equity in corporations and limited partnerships. Represented a parent in the installment sale of a significant stake in a $100 million dollar equipment parts supplier to irrevocable grantor trusts for son with significant tax savings. Counseled families in the creation of multitier limited partnerships to transfer closely held businesses for the children’s benefit while preserving control by the parents. Represented family in creation of comprehensive estate plan based on Halahkic Jewish law principles. Advised a young beneficiary of $300+ Million trust on his duties and responsibilities as beneficiary, trustee and officer/director of trust-owned businesses. Represented clients in the creation of a series of QPRTs to transfer both a primary residence and a vacation home to children at very little gift tax cost. Successfully argued for reversal of property tax reassessment by county assessor’s office following a client’s transfer of multiple interests in businesses holding real property. Represented a widow and children in the complex administration of multiple trusts following husband/father’s death. Worked with family law counsel to implement the estate planning components of Alist celebrity’s divorce settlement. Represented partners in real estate Holdings Company in restructuring business to provide added liability protection.
