Partner, Business and Corporate Law, Tax and Estates
Admitted in 1987, New Jersey and New York
Law School Attended
Case Western Reserve University School of Law
Class of 1987
New York University School of Law
Class of 1991
Brooklyn College of the City University of New York
Class of 1984
Economics and Political Science
Associations & Memberships
Mercer County and Pennsylvania Bar Associations.
Represented an individual in a gift tax audit, securing a reduction of more than $2 million in proposed gift taxes; Represented a lender restructuring a loan and taking an equity interest in the borrower that saved more than $25 million in income taxes; Represented a family wishing to pass a majority interest in the family owned business to the next generation; using sophisticated gift giving techniques more than $10 million in gift taxes were saved; Represented a family with 500 acres in the Marcellus Shale region; devised a plan that allowed the parents to retain several million dollars of future royalties while passing on the excess to the next generation, saving several million dollars in estate and gift taxes; Represented shareholders in a corporation on the sale of their business; structured the transaction to meet the purchaser's requirement that there be an asset sale, while getting capital gain treatment for the shareholders saving more than $5 million in income taxes; Represented the general partner of an investment limited partnership and structured tax provisions in various transaction documents to maximize income tax efficiency while insuring that the sophisticated distribution requirements of limited partners were properly reflected in transaction documents; Represented foreign investors to create a structure in the United States to promote the funding of litigation by plaintiffs in need of capital while minimizing US taxation on the proceeds to be received under the funding relationship.