Pat Green focuses his practice on wealth, business succession and estate planning and administration for high-net-worth families and business owners. He also implements complex charitable giving plans, including charitable lead and remainder trusts and donor-advised funds. Pat frequently lectures on strategic wealth transfer strategies to professionals throughout the country.
- U.S. Tax Court
- U.S. Court of Appeals 9th Circuit
Business Succession Planning and Administration — Numerous business succession plans for multi-generational, multi-state family businesses from 10's of millions to 100's of millions in value using tax-favored jurisdictions for trusts and pre-liquidity planning
Fiduciary Litigation - Expert Witness — Expert Witness in multiple cases regarding standards of care and duties where prayer ranged from $5M - $10M