Recent Transactions (Individuals and Families)
- Tax planning for $32M family real estate business with result of saving over $8.2M in estate tax and $1.4M in capital gains taxes
- Tax planning for $37M construction business resulting in over $11M in federal estate tax savings
- Represented family in $50M+ sale of family business (QSBS stock) saving about $10M federal capital gains taxes and $1.6M state income taxes on the sale
- Represented CFO of a going public start-up in design and implementation of asset protection trust plan ahead of IPO and worked with IPO counsel to ensure SEC compliant disclosures were made in IPO docs
- Represented owner of $350M luxury product business with design and implementation of domestic asset protection trust
- Represented co-founder of a cryptocurrency issuer in the structuring and use of a domestic asset protection trust
- Represented private equity partner in making of a $12M gift to a completed gift trust to lock in and take advantage of historically high estate tax exemption amounts
- Represented trustee in administration of $9M of trust property including business assets, real estate, insurance, non-traditional retirement assets, establishment of Electing Small Business Trust (ESBT), and partial sale of S-corp assets to a third party
Recent Transactions (Businesses)
- Represented seller in seven-figure sale of specialty dental business to private equity firm
- Represented eight-figure local manufacturer in restructuring of ownership and governance in laying groundwork for continued growth and eventual business sale
- Represented acquirer in merger of mid-seven figure real estate businesses
- Represented seller in sale of low-seven figure sale of minority interest in major contracting business
- Represented growing outsource manufacturer through startup, corporate financing, tax planning, and litigation
- Represented buyer in acquisition of local food manufacturer
- Service as outside and inside general counsel
- Management of litigation counsel
The simple aim: provide you the best for legal situations you face.
It’s about taking care of you and your family. The heartfelt wish of this service-oriented attorney: in coming days, years, and decades, when you’re presented with a legal issue, you’ll think of Jeffrey and say, “Let me run that by my attorney and get back to you.”
Jeffrey’s law practice focuses on business representation; real estate transactions; trust and estate planning; and bankruptcy law. Over more than 15 years, he’s practiced in large and small law firms representing business owners, investors, lenders, contractors, developers, and executives of large international corporations and smaller, locally operated businesses.
Startups
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agreements you need to avoid
costly mistakes and launch your
business on a sound legal footing.
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Growth
Maximize your odds of forming win/win partnerships, making sound acquisitions, and remaining in compliance with regulations.
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Exit
Move into your next adventure under optimal terms while receiving what you deserve for years of hard work.
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