Tax and Business Planning
Our team focuses on tax-advantageous structuring of business transactions, negotiating, documenting and reporting such transactions, and tax to realize the intended tax consequences of such planning activities. Our team has extensive experience with mergers, acquisitions, dispositions and other corporate and partnership restructurings, financings, partnership and LLC transactions and real estate, including special-allocation partnership agreements and nontaxable like-kind exchanges. more
Our team has a diverse set of legal and practical skills in commercial real estate acquisition, development and construction. We understand the issues that our clients face with the purchase, sale, development, leasing, and financing of real property, and the difficulties that arise with new and existing construction projects. We assist clients in connection with the purchase, sale, development, leasing, and financing of real property – both as part of larger business transactions and on a standalone basis. With our experience in the acquisition and development fields, we understand the broad landscape of legal and industry issues that our clients face. We serve owners, tenants, and developers – including coal, oil, and natural gas developers-at all stages of their projects. Our services include contract negotiation and drafting-which comprises preparing, reviewing, and negotiating purchase agreements, a variety of leases, development agreements, and construction documentation. more
Estate and Trust Administration
Our representation of clients for estate planning often results in our continued retention as counsel for estate administration upon death. Similarly, we are frequently called upon to represent the trustees of a trust created by a client during lifetime or at death.
Estate administration involves many aspects, such as valuation of assets, jurisdictional issues and retirement plan provisions. Our attorneys are experienced with federal income and death tax laws and the preparation of all tax returns required in the administration of estate and trusts. more
Estate and Trust Planning and Related Business and Tax Planning
Our team is at the forefront of designing and implementing highly sophisticated estate and tax planning strategies and techniques. Our goal is to ensure the successful transfer or disposition of enterprises while achieving maximum tax savings.
We counsel clients on income, gift, estate and generation-skipping tax considerations, powers of attorney, advance medical directives, and revocable and irrevocable trusts. We frequently advise clients on wealth-preservation methods, such as trust formation, capital restructuring, insurance structuring, gifting programs, or the structuring of shareholder, partnership, and LLC agreements, all with an eye on maintaining flexibility to accommodate future developments. Throughout, we remain sensitive to our clients’ personal and family issues. more
Our team regularly advises individuals and corporate trustees on performance of their duties and responsibilities, including matters relating to trust accounting, the Prudent Investor Act, the Principal and Income Act, as well as distribution issues and taxes. more
Charitable Foundations and Other Non-Profit Organizations
Our team counsels clients on methods for most effectively fulfilling their charitable interests. Often this may involve the creation of a charitable foundation. We have broad experience in the creation and administration of charitable foundations, including the significant issues relating to compliance with the federal rules applicable to private foundations. As a result of our experience in this area, our attorneys perform legal services for a variety of charitable and non-profit entities. more