Duke works primarily with family-owned and closely held businesses on succession planning, family wealth transfer planning and the structure of the business enterprise. Duke also works closely with individuals on a wide variety of estate and wealth transfer planning and estate and trust administration matters.
Recent Representations
- Implemented a plan to shift ownership of a family-owned business to children including stock purchase, buy/sell, employment and deferred compensation agreements for an individual business owner.
- Planned and created generation-skipping dynasty trusts for a family, including grantor retained annuity trust strategies for an individual client.
- Planned and implemented a family limited partnership funded with real estate and investment assets for an individual client.
- Represented and counseled business owner and individual clients in Estate and Trust Administrations.
- Created and funded a private foundation and charitable remainder trust for a charitably inclined client, resulting in income and estate tax savings.
- Represented an individual business owner in sale of a significant family-owned business.
