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Handling the administration of numerous estates that required the filing of estate tax returns, including estates that involved the credit for tax on prior transfers, a qualified domestic trust for a non-U.S. citizen surviving spouse, and family limited partnerships.
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Advising a number of clients on the use of "zeroed-out" grantor retained annuity trusts designed to take advantage of low interest rates and transfer assets to children without the imposition of gift taxes.
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Defended client in tax-free split of $1.5 billion in family-held businesses with substantial real estate holdings and ownership of NFL franchise. The case spawned three lawsuits and involved many consultants in areas of accounting, tax planning and estate planning.
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Drafting many simple and complex wills and trusts, revocable trusts, charitable remainder trusts, charitable lead trusts, grantor retained annuity trusts, grantor retained unitrusts, qualified personal residence trusts, and numerous other tax-driven instruments.
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The preparation of family limited partnerships and limited liability companies, using the laws of the State of Alabama, Georgia, Delaware, South Dakota, and Alaska.
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Numerous IRS audits and Tax Court litigation matters involving estates ranging from $1 million to $200 million.
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The preparation of numerous pre-marital agreements.
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Preparation of numerous estate and gift tax returns involving transfers ranging from $1 million to in excess of $200 million
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Preparation of numerous private letter ruling requests to the Internal Revenue Service involving various gift, estate and generation-skipping tax issues.
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Representation of families on a routine basis in preparation of appropriate tax-oriented Wills, Trusts, and family business entities.
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Probate and Circuit Court litigation in over 20 contested matters involving wills, trusts, conservatorships, and probate matters
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Representing three beneficiaries of trusts created by their grandfather in an intra-family dispute, successfully causing the trustee to resign and recovering assets on behalf of the trusts.
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Representation of Executors in handling the administration of estates and dealing with the IRS in estate and gift tax audits and litigation.
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Representation of fiduciaries and beneficiaries in disputes and state court probate or trust litigation matters.
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Representing administrators and executors in the administration and probate process including probate of wills, estate and probate litigation matters and preparation of federal estate and state inheritance tax returns.
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Drafting wills, trusts (including charitable trusts, grantor trusts, asset protection trusts, and personal residence trusts), powers of attorney, advanced health care directives, and living wills.
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