Representative Corporate Transactions
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Represent British Inventors in formation of technology joint venture with U.S. manufacturer to produce and sell in North America poultry and animal slaughterhouse waste processing-units. Transaction value $5 to 10 million range.
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Represent owner in asset sale of vitamin manufacturing company with gross sales of $5 to $8 million annually.
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Represent owner in stock sale of information technology business and negotiation of executive employment agreement, Transaction value in $1 to $2 million range.
Representative Tax Matters
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Tax counsel to selling corporation in sale to public acquiring corporation for consideration in excess of $100 million.
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Design inbound U.S. tax structure for foreign acquirer of Plaza Apartment through offshore investment corporation. Transaction value $3 to $5 million.
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Represent Japanese manufacturer of industrial testing equipment in international audit of transfer pricing.
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Investment property like kind exchanges of vacation properties and business assets.
Representative Trust Estates and Foundation Matters
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Tax planning and estate representation for decedent with multiple privately held businesses. Estate value in S10 million to $20 million range.
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Handling of New Jersey and New York probate and estate administration for out of state executors. Various; estates in the $0.5 to $3 million range.
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Private foundation formation and representation.
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Business succession plans using formation of family limited liability companies and sales to intentionally defective grantor trusts.
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Planning for preservation and shared future use of family vacation properties.
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Qualified personal resident trusts.
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Life insurance trusts.
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Special needs trust planning.
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Medicaid and long term care planning.