1. Estate Administration. Administered approximately $12,000,000 estate of Atlanta family involving Generation-Skipping Planning and discounted business interests. Prepared and filed Estate Tax Return.
  2. Audit Representation. Negotiated 2009 and 2010 Connecticut Gift Tax Return audits involving discounted business interests in which Department of Revenue Services, after challenging valuation, acceded to taxpayer's position.
  3. Estate Planning. Negotiated and implemented Prenuptial Agreement to protect approximately $6,000,000 estate of business executive.
  4. Asset Protection Planning. Planned and implemented offshore asset protection utilizing trust and business planning for entrepreneur.
  5. Estate Planning; Trust Administration. Prepared comprehensive estate planning and estate tax exposure review for family with approximately $300,000,000 of assets. Implemented estate planning. Serving as fiduciary.
  6. Estate Administration. Successfully handled New York estate administration with difficult facts.
  7. Estate Planning; Asset Protection Planning. After Prenuptial Agreement negotiations failed, implemented domestic asset protection trust in advance of marriage.
  8. Estate Planning; Fiduciary Litigation. Negotiated and implemented trust modifications to multi-generational trusts of nationally prominent business family to accommodate different investment opportunities and segmentation.
  9. Estate Planning; Trust Administration. Arranged comprehensive valuation of fine and decorative arts for a Florida family to assist with wealth transfer and maintain family comity. Implemented fair transfer process amongst children. Serving as fiduciary.
  10. Fiduciary Litigation. Successfully litigated in Florida probate court to uphold estate planning previously done.
  11. Estate Planning. 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.