1. Estate Administration
N/AOUTCOME: Favorable to Taxpayer
Administered approximately $12,000,000 estate of Atlanta family involving Generation-Skipping Planning and discounted business interests. Prepared and filed Estate Tax Return.
Atlanta, GA
Estate planning Lawyer at Atlanta, GA
Practice Areas: Estate Planning, Trusts, Probate
OUTCOME: Favorable to Taxpayer
Administered approximately $12,000,000 estate of Atlanta family involving Generation-Skipping Planning and discounted business interests. Prepared and filed Estate Tax Return.
OUTCOME: Favorable to Taxpayer
Negotiated 2009 and 2010 Connecticut Gift Tax Return audits involving discounted business interests in which Department of Revenue Services, after challenging valuation, acceded to taxpayer’s position. ...
OUTCOME: Successfully limited litigation risk
Negotiated and implemented Prenuptial Agreement to protect approximately $6,000,000 estate of business executive.
OUTCOME: Successfully limited litigation liability
Planned and implemented offshore asset protection utilizing trust and business planning for entrepreneur.
OUTCOME: Favorable to Taxpayer
Prepared comprehensive estate planning and estate tax exposure review for family with approximately $300,000,000 of assets. Implemented estate planning. Serving as fiduciary.