Estate Tax Refund Received after New York State Estate Tax Audit
Successfully represented Executrix of Estate in securing a full refund of approximately $600,000.00 in New York State Estate Tax paid after such tax was imposed as a result of a desk audit.
Defense of Executor in Breach of Fiduciary Duty, Intentional Misuse Case
Defended executor of estate and trustee of trust in claims brought by beneficiaries for breach of fiduciary duty and intentional misuse of trust and estate assets.
Multimillion-Dollar Sale of Family Pharmacy
Represented a family pharmacy that specialized in compounding, human fertility drugs and hormone replacement therapy. The buyer's tax structure required us to complete a tax-free reorganization of the client's business prior to closing. The transaction also involved complicated tax and dividend issues regarding the majority shareholder's redemption of shares in the holding company that owned the pharmacy prior to closing.
Settled Competing Claims Regarding Alleged Fraudulent Transfers of Company Assets
Successfully settled competing claims on behalf of a company whose deceased member was alleged to have engaged in fraudulent transfers of company assets.
Defended Beneficiary’s Claim Involving Large Television Station Group
Defended to verdict a seven-figure claim by a beneficiary concerning interpretation of codicil to will involving contractual obligations and control of a large television station group.