A selection of engagements across private-client tax, intellectual property, founder structure, controversy, and cross-border administration. Representative matters are anonymized and simplified. Prior outcomes do not guarantee a similar result.
Advised founders and closely held businesses on cross-border ownership, succession, governance, and tax coordination involving operating companies, intellectual property, and multinational family considerations.
Advised multinational families on cross-border estate planning, foreign trust analysis, fiduciary coordination, succession planning, and reporting considerations involving beneficiaries and assets across multiple jurisdictions.
Former IRS Estate & Gift Tax Attorney with experience examining estate and gift tax returns involving valuation issues, closely held businesses, trusts, family limited partnerships, charitable structures, and fiduciary compliance matters.
Advised clients with intellectual property, rights of publicity, creative assets, trademarks, cryptocurrency, NFTs, and closely held business interests on tax, asset protection, succession, and charitable planning considerations.
Advised a closely held consumer products company founded in India on trademark portfolio coordination, cross-border ownership alignment, licensing structure, FDA regulatory considerations, and succession planning for U.S. and international expansion.
Advised on tax, estate, governance, and reporting considerations involving cryptocurrency holdings, digital assets, cross-border compliance obligations, and charitable planning.
Retained as expert witness on tax, trusts and estates planning, fiduciary administration, valuation, IRS audit issues, fiduciary breach, and tax-efficiency analysis.
Representative matters are anonymized and simplified. Prior outcomes do not guarantee a similar result.
A privileged forensic review producing a written legal and tax memorandum. The gateway to every Royal engagement.
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