Our team of legal experts will handle a wide variety of transactional real estate matters for you, primarily associated with estate planning. Our typical real estate solutions include assisting with:
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
ESTATE PLANNING CLIENT
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The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.
ESTATE PLANNING CLIENT
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During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.
