- Assisted with restructuring numerous real estate holdings and financial assets into a holding company with an advisory board to facilitate business succession planning.
- Advised on implementing Lender Management-style investment fee structures.
- Advised on tax structuring for a division of a multi-billion-dollar real estate portfolio.
- Divided a multi-million-dollar private foundation to facilitate the pursuit of separate charitable goals.
- Structured a charitable gift of multi-million-dollar partnership interests to a conduit foundation.
- Defended a will contest after the patriarch’s death and advised on tax-efficient settlement structures.
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