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.
