Counseling clients with complex estate and trust planning matters including revocable living trusts, disclaimer trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, grantor retained annuity trusts, charitable trusts, asset protection trusts, Nevada Incomplete Gift Non-Grantor Trusts (NINGs), total return trusts, generation-skipping trusts, dynasty trusts, private foundations, family limited partnerships, wills, health care and legal incapacity planning, and integrating retirement benefits into estate plans.
Advising and representing clients with federal and state income, gift, estate and employment tax matters including domestic and international tax plans, gift programs, estate settlements, tax audits, tax disputes, collection representation, offers in compromise, and installment agreements.
Advising and representing clients with corporate, limited liability company and partnership matters including formation, maintenance, business succession, mergers & acquisitions, dissolution, shareholder agreements, reorganizations, and disputes between owners.
Advising and representing clients with complex real estate transactions including commercial lease negotiations, property transfers, tax-deferred exchanges, and property tax assessment disputes.
Advising and representing management and employees on various employment matters including employee benefit plans, wage disputes, harassment, and personnel policies and procedures.
Complex estate plan for estate valued in excess of $150 million.
Complex estate plan for corporate executive.
Trust administration after death of settlor with assets in excess of $25 million.
Trust dispute concerning assets in excess of $10 million.
Probate of complex estate valued in excess of $3 million.
Court approved modification to an irrevocable trust.
Tax analysis and consultation for sale of real property valued in excess of $120 million.
Purchase/Sale of privately held company.
Employment agreement for executive.
Negotiated separation for executive/minority owner.
Speaker and Author: “Trust Taxation” section of the “Wills and Trusts 101,” National Business Institute
Speaker: “Business Transitions – Trust and Estate Considerations,” U.S. Bank – Wealth Management
Speaker: “Nevada Advantage – Using Nevada Trusts,” Whitter Trust
Speaker: “Nevada Advantage,” Whitter Trust
Speaker: “Advanced Estate Planning Challenges for Second Marriages,” Strafford
Speaker: “Planning for Access to Digital Property,” UBS
Speaker: “Ask the Experts: Disability Planning,” Monarch Cottage – La Jolla
Speaker: “A-B Disclaimer Trusts,” National Law Foundation
Speaker: “Optimizing Basis Step-Up and Leveraging A-B and QTIP Trusts,” Strafford
Speaker: “Tax Planning for Business Owners,” Vistage Group
Speaker: “Estate Planning,” USMC-JAG Professional Military Education Seminar
Speaker: “Tax Planning for Business Owners,” Merrill Lynch Conference
Ed served eight years with an internationally ranked top-20 engineering firm, as a Senior Project Manager and Accounting Manager. He was also in the real estate and aerospace manufacturing industries with Fortune 100 companies.