A Sampling of Some Business Legal Services We Provide
These are some of the assignments we have fulfilled in the last few years, though we get to repeat some of them, over and over:
Designed and implemented a comprehensive asset and business structure interlock between U.S. based and foreign based corporations, limited liability companies, and limited partnerships with a value in excess of US $60 million. This structure was used to freeze appraised value and gift managing control of the businesses to two younger generations, to smooth the management structure and cut legal exposure. The family group contained both U.S. and foreign nationals with all the attendant gift, estate and income tax issues such structures generate. The goal was to accomplish the management restructure and transfer at no tax, here or abroad. That was accomplished.
Designed and developed business and tax strategy for an offshore captive insurance company and implemented the company and contracts.
Negotiated contract terms and designed and developed a legal and business structure for a communications joint venture by one U.S. and two foreign companies with potential revenue at the $65 million level.
Designed and implemented a special needs domestic and international trust and underlying structure to control access to (and attacks on) a $9.4 million personal injury settlement.
Designed and implemented multi-million dollar Regulation D, Rule 504 private offering for a software company specializing in Internet communication and gaming.
Designed and implemented the purchase of numerous professional practices; structured the business and asset structure for future growth.
Located, negotiated and structured the LLC ownership of a very expensive corporate aircraft in which foreign nationals wanted to hold an interest (not usually allowed under Federal Aviation law). Set up the flight department and implemented modification and operations of the aircraft.
Designed and implemented a special non-profit educational organization for work across international boundaries and obtained charitable organization (501(c)(3)) designation for the organization.
Assisted in the negotiation and sale of control of a state chartered bank to a group of foreign nationals and obtained FDIC and state regulatory approval of the transaction.
Structured, negotiated and obtained release of tax liens that were preventing a multi-million dollar business from obtaining financing. No taxes paid.
Negotiated the sale of a very profitable oil company into a trading public company; engineered secondary offering.
Designed, implemented and funded numerous estate plans for both U.S. and foreign citizens.
Counsel and supervision of complete technology update of two mid-sized law firms to integrate electronic tracking, filing, production and communication to seamlessly accomplish their clients' goals.
Designed and implemented structure to allow investment by foreign national in numerous profitable real estate ventures in the Western U.S. totaling more than $41 million.
Designed and implemented strategy for numerous businesses to correctly use independent contractors.
Negotiated exclusive Korean distributorship of patented sublimation printing system for a client that is in the $2.2 mil per year size range.
Over a period of a year, negotiated and implemented an agreement worth approximately $60 million between U.S. major corporation and foreign group for investment and operations in Mexico.
Designed, negotiated, carried primary responsibility for documentation, funding and closing of the merger of a software company into a much larger, international corporation. Purchase price was US $4.5 million.
Structured the CEO's payout from a $21 million merger of his company into a major chip manufacturer. Value of the package was $5.4 million.
Designed and implemented restructuring of a $20 million estate of business interests such that taxes were minimized, control maintained and moved on the next two generations at the appropriate time. Included charitable partnerships and trusts, split business entities, special needs trusts, and other specialized techniques.
Counsel to the company and the President and chief shareholder of a maquiladora based automobile parts manufacturer as the company was purchased by a multi-billion dollar conglomerate.
Designed and structured transactions to take best tax advantage for a company cashing in on ten years’ work acquiring and refurbishing 2300 apartment units.
Negotiated, structured and documented the sale of a specialty publishing company to one of its competitors.
Counseled, negotiated, structured and documented the sale of a specialty metal manufacturing company that I had represented since 1978.
Negotiated, structured and documented the sale of a specialty manufacturing company with plants in both the US and Mexico.
Counsel to more than two hundred corporations, limited partnerships and LLCs.