KEY TRUST & ESTATE TRANSACTIONS

  • All primary forms of estate planning including wills, nontaxable revocable living trusts, taxable revocable living trusts, irrevocable life insurance trusts, charitable remainder trusts, charitable lead trusts and grantor retained annuity trusts.

  • Settlement of contested will and trust disputes between family members, business owners, creditor claimants and other interested parties.

  • Development of buy-sell agreements for corporations, partnerships and limited liability companies.

  • Development, funding and operation of family limited partnerships and family limited liability companies.

  • General and healthcare powers of attorney.

  • Administration of probate estates and non-probate trusts including marshalling of all assets, settling creditor claims, valuation of estate assets, preparation of all related tax returns and settlement of estates/trusts.

  • Development of family and estate plans for CEO and Board of Directors of various Fortune 500 companies.

  • Drafting and negotiation of premarital and postmarital domestic agreements.

  • Estate planning and counseling for professional athletes with the NFL, NBA and MLB.

  • Development of an estate and business succession plan for an NFL franchise owner.

  • Legal counsel to corporate and individual fiduciaries, and will and trust beneficiaries.