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- Administered approximately $12,000,000 estate of prominent Atlanta family involving
Generation-Skipping Planning and discounted business interests. Prepared and filed Estate Tax
Return.
- Negotiated 2004 Gift Tax Return audit involving discounted business interests in which Internal
Revenue Service, after challenging valuation, acceded to taxpayer’s position.
- Negotiated and implemented Antenuptial Agreement to protect approximately $6,000,000 estate
of business executive.
- Planned and implemented domestic asset protection utilizing trust and business planning
for entrepreneur in industry with increasing litigation.
- Prepared comprehensive estate planning and estate tax exposure review for family with
approximately $300,000,000 of assets. Implemented estate planning. Serving as fiduciary.
- Advised family office head on estate planning for Florida and New York resident worth
approximately $150,000,000.
- Negotiated and implemented trust modifications to multi-generational trusts of nationally
prominent business family to accommodate different investment opportunities and segmentation.
- Arranged comprehensive valuation of fine and decorative arts for a prominent Florida family to
assist with wealth transfer and maintain family comity. Implemented fair transfer process amongst children. Serving as fiduciary.
- Successfully litigated in Florida probate court to uphold estate planning previously done.
- Developed estate planning for $35,000,000 estate for couple, children and grandchildren and
instituted regular family meetings to monitor same and inculcate younger generations in values of
senior family members.
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