Demosthenis Zeppos's Legal Cases (3)

Estate planning

Generational Family Wealth Transfer and Tax Planning

Dec 20, 2012

OUTCOME: The transfers, prviacy, and desires of the Client were sucessfully, both in acquiring, transferring, and gifting the real estate into a legacy trust

Client sough to create a legacy trust to own an LLC for a family real estate portfolio to enable a generation skipping trust transfer for estate tax savings, and to preserve family control of the real ... estate through an LLC for generations to come. This also included property tax assessment savings and planning that should benefit and lock in property tax rates through to the grandchildren's lives.

Real estate

$10 million real estate acquisition

Dec 01, 2012

OUTCOME: The transactional successfully closed after several revisions to the purchase agreements to project the client

I worked on a case to help a client acquire three commercial buildings for their business with several layers of financing, including restructuring the acquisition and LLC used to acquire the Project

Tax

Expert Witness on Tax Law

Sep 15, 2009

OUTCOME: Expert Testimony accepted by the Court

Divorce case that involved several questions on 1031 exchanges, carried over basis, and the tax consequences of a marital separation. I was an expert witness in the Los Angeles Superior Court that inv ... olved providing expert testimony on the IRC 1031 exchange consequences on a $6.3m real estate disposition.

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