Trusts & Estates

  • Drafted and reviewed pre-nuptial agreements and co-habitation agreements
  • Counsel for Personal Representative of decedent’s estate whose family recovered $4.25 M in a wrongful death action
  • Assisted surviving spouse in allocating assets to sub-trusts to utilize deceased spouse’s estate tax exemption and protect assets from creditors
  • Prepared Qualified Domestic Trust (QDOT) to allow Canadian citizens residing in Arizona to qualify for federal estate tax marital deduction
  • Formation and administration of trusts designed to minimize the need for probate and reduce or eliminate federal estate and gift taxes
  • Provided tax and legal guidance to fiduciaries including Personal Representatives administering decedent’s estates and Trustees
  • Represented will devisees and trust beneficiaries with regards to their beneficial interests in estates and trusts
  • Counsel for Arizona bank regarding creditor’s claims against estates
  • Counsel for national insurance company regarding payments owed to an Arizona estate
  • As counsel for Personal Representative of an insolvent decedent’s estate, negotiated creditor claims in order to help surviving family members preserve family business and some of the decedent’s personal property.
  • Assisted a Bermuda trust company in transfer of decedent’s Arizona real estate interests

Real Estate

  • Counsel for borrower of $3.45 M commercial loan secured by multiple Arizona commercial real estate parcels
  • Counsel for borrower of $930,000 commercial loan secured by Arizona office building
  • Drafted residential lease-purchase agreements on behalf of management company designed to facilitate investment by Australians in Arizona real estate
  • Assisted client with acquisition of commercial office condominium and vacation rental condominium
  • Assisted Arizona business in lease negotiations for commercial space in Atlanta, Georgia and Raleigh, North Carolina
  • Negotiated sub-leases for new Scottsdale, Arizona night clubs
  • Served as liaison in short sale negotiations between borrowers and national banks in order to reduce borrowers liabilities for home equity lines of credit
  • Advice regarding application of Arizona anti-deficiency law to residential mortgages
  • Counsel for seller of six Arizona commercial real estate parcels for over $5 M
  • Counsel for seller in 2015 sale of old town Scottsdale apartment complex

Business Law

  • Prepared independent contractor agreement for national golf and country club consulting firm
  • Reviewed and negotiated contracts on behalf of consulting civil engineering firm
  • Assisted client with sale of ownership interest in Scottsdale art gallery
  • Assisted client with acquisition of Arizona online personal training business
  • Represented minority shareholder in negotiations for sale of interest in closely-held computer software business
  • Counsel for investor purchasing membership interests in Delaware LLCs
  • Negotiated transfer of membership interests in 16 Arizona limited liability companies by Arizona entrepreneur
  • Negotiated stock purchase of national annual Western antique show and auction company, including payment terms, non-compete clause and licensing agreement
  • Assisted client in formation of national transportation consulting company
  • Counsel for seller in 2016 sale of 28 Arizona fast food restaurants

Federal Tax Law

  • Prepared opinion letter requested by brokerage firm confirming that IRA payable to trust can be distributed directly to trust beneficiaries
  • Counsel for client regarding multi-year IRS audit
  • Handled IRS appeal of proposed disallowance of deductions from inter-company lease and obtained release of wrongful IRS bank levy
  • Successfully appealed offer in compromise originally rejected by IRS
  • Advice regarding cancellation of indebtedness income arising from foreclosures and applicable exemptions