Henri Bardhi's Legal Cases (4)

Business

Multi-Partner Corporate Structuring & Buy-In

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OUTCOME: Successfully closed the partnership integration, protecting the founder's controlling interest while establishing clear governance for the new partner.

Representative Case: Represented the founder of a small business in the structuring and negotiation of bringing an IT specialist on as a new equity partner. Drafted the updated operating agreement, ... purchase agreement, promissory note, security agreement, and ensured tax-efficient capital contributions.

Mergers and acquisitions

Corporate Acquisition & Sale

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OUTCOME: Successfully closed the transaction, ensuring maximum value retention, tax efficiency, and risk mitigation for the transferring shareholders

Representative Case: Served as associate counsel representing the seller in a $65,000,000 corporate acquisition. Managed comprehensive legal and financial due diligence, drafted and revised transac ... tion documents. Coordinated with lead counsel and opposing counsel to finalize the disclosure schedules.

Estate planning

Advanced Wealth Transfer: Zeroed-Out GRAT Strategy

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OUTCOME: Successfully shifted significant future asset growth outside of the client's taxable estate, resulting in substantial multi-generational tax savings while preserving a fixed income stream for the grantor during the trust term.

Representative Case: Designed and implemented a Grantor Retained Annuity Trust (GRAT) for a high-net-worth client seeking to transfer rapidly appreciating assets to the next generation. Structured t ... he annuity payment schedule to legally "zero out" the initial gift value. This strategy ensured that all asset appreciation exceeding the IRS Section 7520 rate passed to the client's beneficiaries entirely free of gift tax, without utilizing any of the client's lifetime estate tax exemption.

Estate planning

Strategic Estate Liquidity: Irrevocable Life Insurance Trust (ILIT)

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OUTCOME: Shielded the entire life insurance payout from both estate and income taxation. The trust created immediate, tax-free liquidity to cover the family's anticipated estate tax liabilities

Representative Case: Designed and implemented an Irrevocable Life Insurance Trust (ILIT) for a high-net-worth family to permanently remove a multi-million dollar life insurance death benefit from t ... heir gross taxable estate. Structured the trust with "Crummey" withdrawal provisions, ensuring all ongoing premium payments qualified for the annual gift tax exclusion under IRC § 2503(b). Coordinated directly with the client's wealth advisor to have the trust act as the original applicant and owner of the policy, successfully avoiding the IRS three-year lookback rule under IRC § 2035.

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