Corporate and Finance
Advised several wealthy families in creating and implementing charitable giving techniques, such as family foundations, charitable remainder trusts and donor advised funds.
Represented several wealthy families in creating and funding family limited partnerships or limited liability companies as a means for transferring assets to second and more remote generations.
Represented several closely held businesses in creating and implementing nonqualified deferred compensation plans for key employees in the form of phantom stock and stock appreciation plans.
Represented a family business in structuring a grantor retained annuity trust in order to transfer substantially all of the voting stock of such business to the second generation.
Represented a closely held business engaged in the manufacturing and sale of wire and cable in a $40,000,000 transaction involving the sale of 35% of its ownership interests to a private equity firm.
Represented a closely held business involved in the manufacturing and sale of commercial floor cleaning equipment in a $10,000,000 transaction involving the sale of substantially all its assets.
Represented an aviation company in the purchase and sale of several business aircraft totaling in excess of $30,000,000 utilizing the tax deferred rules under Internal Revenue Code Section 1031, including a reverse exchange.
Represented a small private equity firm in a $6,000,000 transaction involving the acquisition of the stock for a precision machine shop.
Represented a closely held corporation engaged in the business of owning and operating a construction equipment sales and service dealer in the sale of two of its territories to competitors.