- Advocating for a $30 million family business serving as an expert witness in a case stopping the former son-in-law from taking a large share of family assets. The judge ruled in favor of the family because of the particularly clear terms in the succession-plan strategy the firm had created for the family.
- Reducing capital gains tax by 25% on a retirement purchase transaction by restructuring a C-Corp oil and gas company in Colorado.
- Employing land as an asset base to provide a fair percentage of an estate to heirs not involved in a family’s farm operations, while allowing cash flow for on-farm heirs to sustain the operation.
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