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 the family shareholders of a private business which was sold to a private company for approximately $5 million.

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 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 shareholders who purchased a large privately held national company with subsidiaries in numerous states.

The firm represented the family shareholders of a private business which was sold to a public company for approximately $2 million.

The firm represented the family shareholders of a private business which was sold to a private company for approximately $6 million.

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

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

The firm successfully represented three co-trustees 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 beneficiary of a trust/estate in litigation contesting the trust.

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 a trustee in a seven figure litigation case.

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 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.

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

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.

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 institutional fiduciaries administering problematic estates and trusts.

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