Representative Experience of the Estates & Trusts Practice Group

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