Result Category

Lead Counsel

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Private Client Trust Planning for Real Estate Developments Resulting in over $20M in Tax Savings

Lead Counsel
Estate Planning

$76 Million Cross Border Founder Exit

Lead Counsel
Tax Advisory

$64 Million Private Equity Cross Border Acquisition

Lead Counsel
International

Prop 19 and Estate Planning Resulting in over $10 million of tax savings

Lead Counsel
Private Client

Acquisition of Skilled Nursing Facility

Lead Counsel
Corporate

$5 Million Partnership Buyout of Leading Vape Business

Lead Counsel
Corporate

Prop 19 Restructuring Planning for California Real Estate Development Companies

Lead Counsel
Property Tax

Asset Purchase of National Electronics Sales Business

Lead Counsel
Corporate

$6 Million Acquisition of Construction Business

Lead Counsel
Corporate

Trust Formations Resulting in over $15 million of federal tax savings

Lead Counsel
Private Client

Tax Free Reorganization of MultiNational Tech Group

Lead Counsel
Tax Advisory

Wealth Planning Strategies for Sale of QSBS Stock Resulting in over $5 million of savings

Lead Counsel
Private Client

Trust & Entity Formations Resulting in over $1.5 million of annual California property tax savings

Lead Counsel
Private Client

Corporate Reorganization of National Dental Group

Lead Counsel

Structuring 3 Hedge Funds

Lead Counsel

Assisted Living Facility Management Services Agreement

Lead Counsel

$14 Million Real Estate Development Joint Venture

Lead Counsel

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We want you to feel comfortable discussing your legal issue with us, so we offer a free consultation to learn about your problem. Contact us today to setup a time to come in and talk with our team.