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| Trust and Estate Matters |
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Advised estate and negotiated resolution of claims of step-parent against estate in connection with plan created by grantor involving more than $500,000 and less than $2,000,000. |
| Advised on and drafted revocable living trust to provide for grantor in declining health with multiple small businesses in estate valued more than $1,000,000 and less than $10,000,000. |
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Advised on and drafted revocable living trust to provide estate plan for grantor in second marriage with many children from the first marriage and involving small business assets and illiquid real estate investments valued more than $3,000,000 and less than $25,000,000. |
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Negotiated and drafted financial separation in connection with divorce and follow through to effect real estate and business interest transfers in transactions valued more than $1,000,000 and less than $10,000,000. |
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Developed planning for taxable estates of more than $3,000,000 and less than $20,000,000 including family limited partnership formations, gifting and maintenance. |
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Represented estate in negotiation of sale of undeveloped land for commercial development in transaction valued more than $500,000 and less than $2,500,000. |
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