Listed in Chambers USA High Net Worth Guide, Private Wealth Law, 2025
Listed in The Best Lawyers in America® Corporate Law, 2016-2026 Trust and Estates, 2026 Listed in Chambers USA High Net Worth Guide, Private Wealth Law, 2025 Represented client in the sale of insurance and benefits agency to strategic buyer. Represented client in the sale of payment processing business to financial buyer. Represented client in the sale of medical transcription company to public company. Represented client in the sale of cardiology practice to public healthcare company. Handled tax-free spin-off of separate line of business from company’s core business. Represented client in the purchase of insurance agencies, including owner’s personal goodwill. Handled private placement of debt and equity in technology company. Assisted client with recapitalization and restructure of company with interstate operations for succession purposes. Handled acquisition of controlling interest in family franchise business by second generation. Represented anesthesiologist in connection with buy-in to practice group. Assisted with limited partnership and dynasty trust creation as part of estate plan. Represented beneficiaries in sale and other disposition of estate’s ownership interest in several ventures.
