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