Revocable Living Trust
Mar 17, 2015OUTCOME: Completed
Prepared and funded revocable living trust for high net worth client
Union City, TN
General practice Lawyer at Union City, TN
Practice Areas: General Practice, Estate Planning ... +3 more
OUTCOME: Completed
Prepared and funded revocable living trust for high net worth client
OUTCOME: Pending shareholder approval
Advised board of directors during financial institution merger on issues such as merger covenants and language, punitive termination fees, tail coverage, and shareholder communications
OUTCOME: Sale pending
Advised purchaser in ag land transaction exceeding $800,000 on termination of existing lease with tenant farmer, title issues, and loan structuring
OUTCOME: Expungement Granted
Successfully filed for expungement of a conviction for a possession and manufacture of a Schedule VI drug
OUTCOME: Case dismissed
Public indecency and violation of underage drinking law
OUTCOME: Closed
Probated will under Tennessee Small Estate Act on behalf of next-of-kin
OUTCOME: Completed
Prepared federal, Tennessee, and New York estate tax returns for taxable estate of high net worth decedent
OUTCOME: Completed
Formed a Tennessee limited liability company for real estate investment holdings
OUTCOME: Completed
Formed a Delaware limited liability company for a high net worth family to obtain estate tax valuation discounts