Representative Matters

  • Continuing representation of several billionaires with sophisticated estate and gift tax plans.
  • Representation of family offices with tax planning utilizing Delaware trusts.
  • Representation of the Oversight Board Trust, a Delaware purpose trust created by Facebook, as publicly released.
  • Representation of professional sports franchise owners with sophisticated tax plans.
  • Represented numerous closely held businesses with significant asset sales and acquisitions, recently including, by way of example:

-- Disposition of 44 grocery stores and 37 pharmacies in the Midwest for a distressed client.

-- Acquisition of a substantial rail transfer station and trash company.

-- Sales and acquisitions of major automobile dealership groups.

-- Acquisition and sales of restaurant franchises.

-- Sale of a $50 million mobile home park.

-- Sale of a major technology company.

  • Successfully argued a $350 million NOL tax issue on behalf of a client in the Bankruptcy Court.
  • Assisted clients with the negotiation of substantial DIP financing.
  • Structured and negotiated numerous out of court asset sales and liquidations for distressed clients.