Cases
Reported Decisions / Cases: Scottrade v. Davenport, 873 F.Supp.2d 1306, D.Mont., June 05, 2012
Scottrade v. Davenport, 590 Fed.Appx. 657, 9th Cir.(Mont.), Oct. 23, 2014
Representative Matters: Served as counsel on a sale of substantially all of the assets of an auto parts business to a multinational corporation
Served as counsel on the acquisition of substantially all of the assets of an instrumentation
electrical business from a private entity
Served as counsel on a purchase of stock relating to a ranch tied up in estate
trust litigation
Served as counsel for a construction company on various amendments
modifications of a large loan facility
Served as counsel on the acquisition of substantially all of the assets of a technical institute from a private entity
Served as local counsel on the acquisition of substantially all of the assets of a construction business from a private entity
Served as counsel on the acquisition of commercial real property for exp
ing business
Served as counsel on the acquisition of agricultural real property involving negotiation of various covenants
Served as counsel on the acquisition of commercial real property to be used for several group homes for a nonprofit entity
Served as counsel on the acquisition
sale of various airplane hangars
Served as counsel in acquisition of commercial real property involving environmental contamination
remediation issues
Served as counsel in structured sale of l
(including current sale
various options to purchase
involving IRC Section 1031 issues)
Served as counsel in acquisition of large ranch (including issues with mineral rights/recreational
hunting leases/state
BLM grazing leases/water rights)
Served as counsel to high net worth clients in formation of estate plan
various revocable
irrevocable trusts (for use with income/estate
gift/GST tax planning purposes)
entities for succession planning (including limited liability companies/S corporations
QSUBs/limited partnerships)
the formation
implementation of gifting programs)
Served as counsel to high net worth clients in formation of estate plan
various revocable
irrevocable trusts (for use with income/estate
gift/GST tax planning purposes)
restructuring entities to facilitate succession planning
Served as co-counsel of high net worth estate involving various tax
non-tax issues (including estate
gift tax issues/disclaimers/possible GST tax issues/trusts issues/estate tax return)
Served as counsel to beneficiary of an estate in identifying a failed portability election
assisted counsel for personal representative in seeking a private letter ruling to obtain relief to file a late portability election
Served as counsel to beneficiary of an estate involving dispute among beneficiaries
fiduciaries
negotiated settlement of estate
Served as co-counsel to beneficiary of estate
transfer on death account involving multiple claims for contract to make a will/undue influence/duress/murder/breach of contract/fraud/ tortious interference/
others.
