Practice Areas Overview

• Business planning, formation and operation
• Governance and financing
• Family and closely held business issues
• Employer matters, including equity incentives and employment agreements
• Business agreements
• Joint ventures and franchises

• Loan, venture capital and other financing agreements; mergers, acquisitions and reorganizations; ESOPs
• Securities law compliance
• Broker-dealer and investment advisor regulation
• Foreign law issues;
• Tax structuring

• Wealth preservation strategies
• Closely held business succession planning
• Family limited partnerships
• Lifetime gifts and related strategies
• Estate planning strategies
• Insurance, lifetime and testamentary trusts
• Structuring private foundations
• Strategies for charitable giving
• Wills
• Estate administration and litigation
• Estate tax return and audit services

• Jury and non-jury trials and appeals
• Arbitrations and mediations including those conducted before the NYSE and the AAA
• Complex commercial disputes
• Employment litigation including wrongful discharge, unfair competition, employment discrimination and sexual harassment
• Consulting, strategizing and supervising in connection with major multi-party complex litigations
• Insurance coverage counseling and litigation
• Contract disputes
• Securities matters
• Real estate matters

• Organization and structuring
• Registrations
• Design of national structures
• Governance and risk management
• Best practices/Sarbanes-Oxley
• Exempt status maintenance and tax law compliance
• Planned giving and other gift planning strategies
• Restructurings
• General legal matters

• Sales and Acquisitions of Commercial and Residential Real Property
• Sales and Acquisitions of Cooperative and Condominium Apartments
• Ground Leases and other net Leases
• Office and retail leases
• Joint Ventures
• Cooperative and Condominium Boards

• Public and private financing
• SEC securities sales and reporting compliance
• Shareholder relations; proxy statements
• Sarbanes-Oxley compliance

• Business tax planning
• Mergers and acquisitions
• Commercial and real estate investments
• Foreign ownership of U.S. business and investment assets
• International business and investment transactions by US persons
• Taxation of non-resident aliens present in the United States and US persons residing abroad
• IRS investigations of undisclosed Swiss and other offshore/foreign accounts
• Non-profit organization formation and tax law compliance
• Personal income tax planning
• Federal and state tax proceedings and appeals