Business + Tax
As chair of the area, Chuck has extensive experience with advising clients regarding corporate and business planning, including implementing transactions having tax planning implications relating to C corporations, S corporations, limited liability companies and limited partnerships. Additionally, business formation, shareholder agreements, complex partnerships and limited company agreements, as well as confidentiality and non-competition agreements, constitute a significant portion of his practice.
Mergers + Acquisitions
Chuck also has substantial experience in advising clients on complex business transactions, including mergers, acquisitions, divestitures, recapitalizations, reorganizations and joint ventures. He advises sellers and buyers, as well as private equity groups, sponsoring leveraged recapitalizations and reorganizations. Chuck’s experience encompasses representing a broad range of industries, including manufacturing, health care distribution, restaurant, franchising, retail, building and construction materials, technology, advertising and marketing and professional services.
For more than 40 years, Chuck has been advising private companies and their owners regarding estate and succession planning. His experience includes structuring and implementing sophisticated estate planning strategies, including GRATs, dynasty trusts, sales to grantor trusts, family limited partnerships, and LLCs and family foundations.