Representative Experience of the Estates & Trusts Practice Group
Capabilities
- Sale of client’s company for $60M using Grantor Retained Annuity Trusts resulting in $5M Federal gift tax savings
- Implementation of Special Needs Trust for client awarded over $6M in medical malpractice damages
- Implementation of Charitable Lead Annuity Trust for client with $150M net worth seeking to fund family Foundation
- Succession planning for family owning multiple funeral homes
- Estate administration and multi-million dollar litigation involving buyout of family’s real estate development business
- Planning and negotiation between family members in succession plan of family owned scrap steel and coke business
- Representation and implementation of estate plan for client owning tens of thousands of acres of leased oil and gas interests
- Representation and succession plan for family owning multiple nursing homes in several states