Cases
Representative Matters: Counsels real estate developers
investors with respect to acquisitions, exchanges
sales,
advises with respect to income
property tax minimization
deferral. Represents clients with related business
tax negotiation of operating agreements, structured finance
related
unrelated party joint ventures. Assists foreign nationals with pre-immigration
US business planning, with an emphasis on minimizing US income
transfer taxes. Advises families
individuals on estate planning
wealth transfer techniques designed to minimize gift
estate taxes by utilizing both basic
sophisticated trust structures
family limited partnerships
limited liability companies. Represents charitable nonprofits in connection with formation, obtaining
maintaining exempt status
engaging in business transactions including for-profit joint ventures, low-income housing projects
charter school operations. Counsels businesses
individuals on sales
use tax nexus,
planning to avoid property tax reassessments. Advises businesses in connection with structuring
maintaining incentive plans, including stock option
bonus plans, to maximize founder
employee tax
economic benefits. Counsels closely held business owners on business succession planning techniques
buy-sell agreements using life insurance
other features. Represents clients facing tax controversies in the areas of federal
state income tax, sales
use tax
property tax. Represented corporate skateboard
apparel manufacturer to structure
consummate a tax-efficient sale of the seller's trademark to a buyer
former licensee for buyer's exclusive use of the trademark in the Philippines.