Practice Area: Estate Planning
Date: Nov 23, 2009
Outcome: IRS asserted $14,000,000 deficiency
Description: negotiated settlement of $2,000,000
Practice Area: Probate
Date: Jan 14, 2003
Outcome: Assets distributed to children.
Description: Estate of wife of actor Robert Blake. Blake was found liable for the wrongful death of his wife in... more
Practice Area: Employee Benefits
Date: Jun 15, 1985
Outcome: Millions in deductible contributions
Description: Prepared pensions plans for Sorrell Booke's various personal service companies during the Dukes of... more
Practice Area: Tax
Outcome: Did not have to pay tax on $2.6 million of income
Description: IRS treated $2.6 million of compensation paid by this C corporation as a dividend, meaning it was "... more