Corporate | Probate Litigation | Estate Planning
Probate/Trust Administration | Private Foundations
Mediation | Seminars | Articles
 
CORPORATE
Mergers and Acquisitions

The firm served as lead counsel for the sale of a private internet company to a leading internet conglomerate for over one hundred million dollars.

The firm represented a corporation with numerous pieces of real estate valued at over $60 million in connection with its voluntary liquidation in a tax advantageous manner.

The firm represented the family shareholders of a private business which was sold to a public company for approximately $40 million.

The firm represented the family shareholders of a private business which was sold to a private company for approximately $12 million.

The firm represented shareholders who purchased a large privately held national company with subsidiaries in numerous states and nations.

The firm has handled numerous other mergers, sales and purchases across many industries.
 
General Corporate
The firm serves as outside general counsel to numerous entities, including medical partnerships, a leading national sporting goods apparel company, a national moving company, a leading provider of staging and productions, internet companies, entertainment companies, investment entities, real estate partnerships, and consulting companies, ranging in value from under a million dollars to over one hundred million dollars in value.
PROBATE LITIGATION

The firm successfully represented the beneficiary of a trust in a seven figure litigation regarding the proceeds of the trust.

The firm successfully represented a trustee against a seven figure surcharge action.

The firm successfully represented the trustee of a seven figure family trust against a removal action filed by the trust beneficiaries.

The firm successfully represented three co-trustees of a seven figure trust against a removal/surcharge action filed by the beneficiaries of the trust.

The firm successfully represented the beneficiary of an estate in a seven figure litigation against a bank and life insurance company.

The firm successfully represented the local arm of a national charity in litigation against the executor of a will.

The firm successfully represented a conservator in a seven figure litigation against various third-parties.

The firm successfully represented an improperly disinherited beneficiary in a seven figure litigation case.

The firm successfully represented a wife/beneficiary against the trustee of her husband’s trust in a seven figure litigation case.

The firm consistently represents local and national trust companies in trust litigation matters.
ESTATE PLANNING
The firm prepared a complex estate plan for the retired CEO of a major publicly traded company and his family.

The firm prepared a complex estate plan for the managing partner of an international law firm and his family.

The firm prepared estate plans for six separate families after assisting them with the sale of their family business for approximately 40 million dollars.

The firm prepared estate plans for multiple families after assisting them with the sale of their family business.

The firm has assisted many families with protecting their assets by placing various real property interests in certain corporate entities and then further assisted with beginning the process of gifting those interest to the next generation, usually in trust.

The firm has recently prepared private foundations, charitable trusts, qualified personal residence trusts, Walton GRAT’s, irrevocable insurance trusts, defective grantor trusts and family limited partnerships for a number of high net worth clients.
PROBATE/ TRUST ADMINISTRATION

The firm recently advised the executors during probate proceedings in several mid-seven figure probates.

The firm is currently advising a number of trustees concerning the administration of trusts. Our work for the trustee includes, but is not limited to, sub-trust allocation, the preparation of estate tax returns, the preparation of accountings, and advanced estate planning techniques in an attempt to avoid or diminish the estate tax. These tasks are accomplished by working closely with the client's financial advisor and accountant.

The firm has advised and continues to advise various national and local institutional fiduciaries administering problematic estates and trusts.

The firm is currently representing numerous conservators and guardians during court supervised matters.
PRIVATE FOUNDATIONS

The firm serves as outside general counsel to numerous large local private foundations.

The firm recently, on a pro bono basis, assisted a merger between a local charity and a state wide charity which enabled the local charity to maintain services to the community.
MEDIATION
The probate court has asked Magee & Adler to mediate complex trust
litigation matters.
SEMINARS
The principals of the firm have presented numerous seminars for different financial institutions. The seminars have been provided for both an institution’s clients and to educate an institution’s work force.
ARTICLES
California Community Foundation
How a CLT Worked for a Donor
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