Representative Experience
- Represented Rochelle Sterling, in her capacity as trustee of The Sterling Family Trust, in negotiations and litigation relating to the $2 billion sale of the Los Angeles Clippers.
- Counsel to founder of a technology company in connection with the creation of a multi-billion dollar succession planning structure for the founder’s company and family.
- Counsel to founders of emerging technology companies in connection with the creation of private and tax efficient structures to transition and protect explosive growth.
- Counsel to court appointed private fiduciaries in contentious post-death trust administration involving an extensive portfolio of residential and commercial real estate and an operating portfolio of skilled nursing facilities.
- Coordinated planning by Portuguese, British and Dutch advisors for client acquiring real property in Portugal through a Dutch limited liability company and foundation.
- Counseled high net worth families regarding the creation of estate planning structures that not only minimize transfer taxes but that also reflect the values of the family with respect to education, charitable giving and community involvement.
- Provided United States transfer tax planning for multinational families, including lifetime planning with domestic securities, life insurance and real property, and planning, preparation and establishment of offshore trust and corporate structures.
- Provided counseling under new regulations regarding the proper structuring of corporate and private split-dollar insurance transactions.
- Provided counseling to families with closely-held business interests regarding business succession planning, state tax planning and tax planning prior to the sale or public offering of the closely-held business.
- Successfully defended trustees who were alleged to have failed to follow the terms of the trusts that they were administering.
- Obtained numerous favorable valuation settlements, including discounts for lack of control and marketability, with the Internal Revenue Service in connection with estate and gift tax return audits.
- Established investment vehicles for families to diversify investments and centralize management.