Lease with Option to Purchase
Jun 01, 2013OUTCOME: Sucessful closing and security post closing
Drafted and negotiated lease on behalf of client with option to purchase.
William John Skabelund's Legal Cases (6)
Tempe, AZ
Partnership Lawyer at Tempe, AZ
Practice Areas: Partnership, Trusts, Limited Liability Company (LLC)
Estate Plan with Asset Protection
May 15, 2013OUTCOME: Client sleeps better at night knowing their loved ones are provided for and their property will be safe from creditors even after they die.
Client wanted to avoid probate, reduce or eliminate their estate taxes, maintain privacy, give their assets to their children efficiently and protect their assets from creditors where possible. Create ... d a revocable trust based estate plan with an asset protection component involving an irrevocable trust and a LLC.
Amend and Restate Living Trust & Fix Gift Trust
May 03, 2013OUTCOME: Client was able to direct who she wanted to have her property and have peace
Client needed to change many items in her living trust while disinheriting her grandchild. The irrevocable gift trust did not allow her to disinherit the grandchild. However, found a solution to acco ... mplish the same purpose within the gift trust.
Franchise Acquisition
Mar 01, 2013OUTCOME: A smooth acquisition both before and after the closing
Represented a client purchasing a national franchise from another franchise. The franchise required state licensure. The purchase involved a partial seller financing by way of a carry back.
Asset Protection & Estate Tax Savings
Dec 31, 2012OUTCOME: Creditors will have great difficult reaching the client's assets and the client potentially saved approximately $15 million in future taxes.
Client had numerous properties and a business. Structured an asset protection plan layering the clients assets in corporate entities while utilizing the lifetime Federal estate and gift tax exclusions ... .
1031 Exchange
Aug 29, 2012OUTCOME: Saved the client millions in deferred taxes
Multi-million dollar 1031 exchange involving four companies and the sale or purchase of five properties.
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