Analysis, planning, and structuring for a multi-generational family in the automobile repair and sales business valued at $50,000,000. The project included: the creation of separate entities for ownership, finance, and internet sales; and preparation of operation and disposition agreements for the several entities; preparation of estate planning documents.
Planning and documentation to minimize and often eliminate the imposition of Florida Documentary Stamp Tax on real estate transactions.
Creation of estate planning documents using charitable trusts to avoid any estate tax in connection with a $120,000,000 estate consisting of rental real estate throughout the United States.
Creation of multiple Family Limited Partnerships owning rental real estate for a husband and wife in a manner to achieve both valuation and marketability discounts, and also to defer the payment of estate taxes.
Successful representation of taxpayers before the Internal Revenue Service regarding audits of Estate Tax returns where valuation discounts were taken.
Successful Wealth Preservation Planning for individuals to insulate their assets from various creditors.
Structuring Like-Kind Exchanges of various types of commercial property.
Estate planning analysis and document preparation for an individual with a $60,000,000 net worth and ex-wives and children of several marriages.
Successful representation of entities before the United States General Accounting Office.
Representation of a major cruise line in structuring "concessions" throughout the ship; representing the same cruise line in purchasing an island in the Caribbean as a "playground" for its passengers.
Representation of the owners in the sale of their veterinary practice, including review and negotiation of the acquisition agreement and various consulting and employment agreements.
Structuring $40,000,000 of charitable gifts for a family of successful personal injury attorneys.