Matters

  • Represented founder/family in the transfer of a privately-held corporation from the founder/family to the company and eventually transforming to a 100% ESOP owned entity. 
  • Represent clients in business succession planning and coordinated estate planning. 
  • Represent clients in significant lifetime giving and legacy transactions. 
  • Represent clients in both judicial and non-judicial trust modifications. 
  • Represent clients in the resolution of trust or estate disputes.