Managing Attorney
CurrentWe provide tax-efficient wealth planning, business and asset protection counsel to private client families (including NRIs), entrepreneurs, and leaders. In addition to our multijurisdictional practice in-house, we collaborate with local counsel, and tax and financial professionals globally to provide comprehensive private client representation. Domestic/International (foreign investments and assets, multinationals, etc) Estate Planning and High/Ultra High Net Worth Asset Planning Intellectual Property asset protection planning, income and estate tax planning, retirement and deferred compensation, and business structuring Non-Profit and charitable planning and tax advisory services on organization and operations Tax Strategy Consulting/Advisory Services for private clients and other professionals Expert witnessTax advisory in reorganizations, restructuring (mergers & acquisitions, transfers, sales, split-offs, spin-offs), terminations for closely held and pass-through entities. Adopted digital transformation since 2009 to service clients remotely and securely. From 3/2010 - 4/2014 (Tax law practice on hiatus due to IRS employment)Managed and supervised Of Counsel attorney(s). Representation on non-tax aspects of business law, corporate law and related non-tax areas such as business agreements, commercial sale and transactions, entertainment law (deal memos, etc.), franchise law (disclosure documents and agreements), employee agreements and related negotiations. From 7/2009 to 3/2010 Client counseling on all aspects of business law and trusts & estates, including intellectual property, commercial, formation and analysis of partnerships, S Corporations, LLCs, C Corporations, reorganizations,complex estate planning with trusts (including Irrevocable Life Insurance Trusts, etc.)Trusts), income tax compliance and other tax compliance, business tax law, and business interests. Non-profit organization formation and qualification - Forms 1023.
