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Key Matters

Estate Planning

  • Creation of wills and trusts for individuals, as well as drafting of healthcare documents and powers of attorney.

Real Estate

  • Review trusts being used for loan transactions
  • Due diligence on potential transactions
  • Discuss ownership and entity selection when non-U.S. persons purchase U.S. situs real estate
  • Experience with foreign trustees and entity providers

Bankruptcy, Workout & Creditors’ Rights

  • Assist in litigation matters where a trust holds title to the debtor’s principal assets (or the debtor is a beneficiary of a trust)
  • Review trusts for creditor and trustee institutional clients 
  • Review structures to determine collectability

Intellectual Property

  • Review transactions where estates and trusts are involved in sale of copyrights or royalties

Business Competition, Advice & Litigation

  • Draft company minutes, consents and operating agreements for closely held businesses
  • Formation of closely held business entities
  • Restructuring of closely held business entities
  • Review of closely held business for purposes of litigation support


  • Experience implementing captive insurance companies with closely held businesses