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Trusts and Estates Administration

Representation of corporate and individual fiduciaries in the administration of estates and trusts of high-net-worth individuals. This includes full administration of trusts and probate estates under Florida law, including the drafting and filing of estate tax returns and gift tax returns, judicial and non-judicial modification of trusts, and changes of trust situs, including for state income tax purposes.

Estate Planning

Representation of high-net-worth individuals and families with respect to the preservation of multi-generational wealth. Develop strategies for legacy planning using tools designed to efficiently transfer assets and minimize income, estate, and transfer taxes. These tools include; revocable and irrevocable trusts, special needs trust, GRATs, SLATs, QPRTs, IDGTs, and pet trusts.

Corporate Representation

Representation of corporations, including family-owned businesses, with respect to articles of incorporation, shareholder agreements, buy-sell agreements, asset purchase agreements, employment agreements, stock assignments, restricted stock agreements, and by-laws and minutes.

LLC and Partnership Representation

Representation of LLCs and partnerships, including family-owned businesses, with respect to articles of organization, Florida partnership formation, operating and partnership agreements, including buy-sell language, asset purchase agreements, employment agreements, and assignments of membership and partnership interest.

Business Reorganization

Representation of corporate tax-free split up, split off, spin-offs, and other business reorganizations.

Florida Charities Retaining IRS Tax Exempt Status

Successful representation of large tax-exempt entities in maintaining and re-establishing their Internal Revenue Code §501(c)(3) status.

Marital Planning

Drafting of pre-nuptial agreements for the protection of separate property and family wealth, including avoidance of homestead and exempt property laws.