Implemented estate planning and philanthropic strategies for successful entrepreneur on eve of $140 million sale of the company.
Over 20 years counseling entrepreneurial couples and their children on their estate planning, including strategically positioning their estate plan for the eventual sale of their successful closely-held company.
Counseled individual trustees through complex merger transaction involving the family's $300 million corporation.
Designed and implemented strategy employing integrated UK trust and US LLC to successfully move valuable London real estate from the client's estate while minimizing UK transfer tax and US gift tax consequences
Successfully defended IRS income tax audit involving prearranged sale allegations and a $3 million charitable deduction arising from sale of clients' closely held business, resulting in a "no change" report from the auditor