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Corporate and Business, Tax, and Trust, Estates and Probate Law:
- Advised and represented companies, business owners, executives and investors in wide range of transactions, including entity formation, reorganizations, financings, mergers and acquisitions, bankruptcies
- Negotiated and drafted variety of business agreements, including partnership and LLC agreements, incentive compensation arrangements, stock and asset purchase and merger agreements, investment, loan, redemption, employment, separation and settlement agreements
- Representation of companies and individuals before IRS and Massachusetts DOR
- Negotiated and structured settlements of disputes arising from sale of business, compensation matters, fiduciary duties and other matters
- Basic estate planning for business owners and wealthy individuals
- Tax planning for corporations, partnerships and LLCs, non-profit organizations, individuals, trusts
- Published articles/lectured on complex tax subjects including corporate reorganizations, choice of entity, stock options and restricted stock, like- kind exchanges, consolidated returns, cancellation of indebtedness, retirement planning and partnership allocations
Practice Areas
Corporate & Business
Trust, Estates & Probate
Education
Harvard Law School, J.D., 1975
Yale College, A.B., 1972
Bar Admissions
Massachusetts
New York
U.S. District Court of Massachusetts
U.S. Tax Court
Professional and Community Involvements
- American Bar Association, Sections of Taxation, Business Law and Real Property, Probate and Trusts
- Boston Bar Association, Federal Tax and Estate Planning Committees
- AICPA, Taxation Section
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