Cases
Representative Matters: Business Transactions: Representation of heavy/civil contractor with family
ESOP shareholders in significant M&A transaction with publicly traded company
Counseling family owned businesses on significant tax savings prior to major liquidity events
Representation of seller of energy services company in transaction in excess of $150 million
Structuring technology company for multi-industry applications in both commercial
governmental fields involving foreign
domestic financing
Representation of foreign borrower in syndicated real estate loan closing requiring special purpose vehicle entities
Counseling U.S. clients on settlements of contentious litigations involving patents
other issues
Implementation of recall program for product manufacturer
Negotiation of restricted stock
deferred compensation package for highly paid executive in multinational company
Assisting senior medical professional transition from former practice group to new one
Assisting U.S. clients with joint ventures in Kuwait, Dubai, Qatar, Saudi Arabia, involving projects for oil
gas technologies, medical research
treatment, franchising of retail products,
construction
Assisting U.S.
foreign clients with IRS reporting issues, including guidance in
outside of the IRS voluntary disclosure programs, streamlined procedures,
responding to offshore bank requests
Assisting Middle East, Latin American, Chinese, Turkish, UK
European clients with entry into U.S. marketplace using joint ventures
acquisitions
Counseling non-profit organizations on their structuring, IRS exemptions,
operations
Assisting start-up
early stage companies with structuring
financing
Estate Planning: Decanted trusts to convert into directed trusts for a family office
Counseling Chinese
other Non-Residents on Pre-Immigration Planning
on Purchasing U.S. Real Estate.
Domesticated foreign trusts with U.S. beneficiaries to avoid FATCA
throwback trust issues
Restructuring of multi-generational family office with substantial assets, including trust decanting
re-siting
Complex structuring for wealth building
tax savings for family limited liability company with children's trusts, defined benefit plan, employment
insurance arrangements
Transitioning family business from senior generation to adult child tax efficiently
International estate planning for executives with U.S.
offshore assets
Managing transatlantic probates with litigation
regulatory issues in both jurisdictions
Negotiation of complex prenuptial arrangement with irrevocable insurance trust
Creditor protection planning with limited liability companies, domestic
offshore asset protection trusts
Planning for donor-advised philanthropic gift of substantial size
Pre-
post-divorce estate planning, including drafting
negotiating pre-nuptial
post-nuptial agreements
Advice on foreign grantor
non-grantor trust distributions to U.S. beneficiaries
acquisition of U.S. property
Crafted post-nuptial agreements to resolve estate-planning issues
Advice
documentation of same-sex prenuptial
donor insemination agreements
Prosecution of challenges to wills
trusts
successful settlement of the contest without protracted litigation
Advised clients on efficient administration of probates including voluntary administrations, informal as well as formal probates
Advised clients on integration of their beneficiary designations on retirement plans
IRAs with their estate plans
Advised clients on sophisticated insurance planning, including PPLI
Advised clients on protection of their cryptocurrency
other digital assets
Pro Bono: Counsel to a tax exempt organizations in a variety of fields, including the arts, philanthropy,
education
Assisted Massachusetts Commission on the Status of Gr
parents Raising Gr
children with formation of a separate 501(c)(3) organization for receipt of charitable donations to assist the work of the Commission
As a volunteer for contested guardianship cases sponsored by the Volunteer Lawyers Project, terminated a guardianship
recovered 2 children for an unmarried mother
representing a gr
father seeking visitation with his incapacitated young adult gr
daughter, making law in Massachusetts with the favorable SJC decision of Guardianship of B.V.G., May 23, 2016.
