Illustrative Client Matters

Business & Corporate Law

Taxation

Intellectual Property

Real Estate

Estate Planning

 

Business & Corporate Law

  • Structured and negotiated a five-year strategic alliance agreement between a multi-billion dollar bank and a major telecommunications vendor.

  • Negotiated a highly favorable severance agreement for a senior executive of a major insurance company.

  • Designed and implemented contract management systems for telecommunications, interior design and construction firms, resulting in increased efficiency and profitability for each company.

  • Served as outside general counsel for an interior design and architecture firm.

  • Structured and negotiated a highly favorable private practice arrangement for four academic physicians.

  • Merged five physician practice groups to create the largest cardiology group in Maryland.

  • Negotiated a long term employment contract for the Chief of Medicine of a major regional medical center

Taxation

  • Structured the acquisition of a commercial office building, utilizing multiple limited liability companies to minimize transfer taxes.

  • Structured the merger of multiple U.S. subsidiaries of a Japanese corporation in order to minimize state transfer and property taxes.

  • Negotiated the resolution of a federal tax controversy involving multiple corporations under a failed Chapter 11 bankruptcy plan of arrangement.

  • Structured a tax-free reorganization for a California rocket company.

  • Structured the reorganization of subsidiaries of a multi-state corporation in order to effectively use net operating losses.

  • Negotiated numerous tax-free corporate reorganizations.

Intellectual Property

  • Structured a joint venture consisting of a federal government agency, three corporations and a university for the development and commercialization of an ultrathin "smart card" utilizing fingerprint identification technology.

  • Negotiated a license agreement between a university and a corporation, involving recombinant DNA technology.

  • Assisted an entrepreneur in commercializing technology for television access to the Internet.

  • Conducted preliminary patent, trademark and servicemark searches for a sports telecommunications technology, as well as for a virtual marketing firm.

Real Estate

  • Negotiated the resolution of protracted construction company litigation involving a large housing development.

  • Negotiated an option agreement for mineral rights.

  • Negotiated the sale of a restaurant and multiplerelated properties.

  • Negotiated an agreement of sale for a sports complex.

  • Structured and documented a multi-party, multi-property transaction to meet regulatory guidelines while minimizing recordation, transfer, income and estate taxes.

 

Estate Planning

  • Won a million dollar estate case in the Maryland Court of Special Appeals involving complex estate and trust issues.

  • Provided comprehensive estate planning for a husband and wife, resulting in estate tax savings exceeding several million dollars.

  • Helped an overwhelmed widow sell her home and find an affordable continuing care retirement community, assisting her in investing her funds for maximum income and minimum worry.