Morristown, New Jersey
| Of Counsel | |
| phone | 973-540-0054 |
| fax | 973-540-1516 |
| Email Me | |
Representative Corporate Transactions
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Represent British Inventors in formation of technology joint venture with U.S. manufacturer to produce and sell in North America poultry and animal slaughterhouse waste processing-units. Transaction value $5 to 10 million range.
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Represent owner in asset sale of vitamin manufacturing company with gross sales of $5 to $8 million annually.
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Represent owner in stock sale of information technology business and negotiation of executive employment agreement, Transaction value in $1 to $2 million range.
Representative Tax Matters
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Tax counsel to selling corporation in sale to public acquiring corporation for consideration in excess of $100 million.
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Design inbound U.S. tax structure for foreign acquirer of Plaza Apartment through offshore investment corporation. Transaction value $3 to $5 million.
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Represent Japanese manufacturer of industrial testing equipment in international audit of transfer pricing.
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Investment property like kind exchanges of vacation properties and business assets.
Representative Trust Estates and Foundation Matters
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Tax planning and estate representation for decedent with multiple privately held businesses. Estate value in S10 million to $20 million range.
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Handling of New Jersey and New York probate and estate administration for out of state executors. Various; estates in the $0.5 to $3 million range.
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Private foundation formation and representation.
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Business succession plans using formation of family limited liability companies and sales to intentionally defective grantor trusts.
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Planning for preservation and shared future use of family vacation properties.
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Qualified personal resident trusts.
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Life insurance trusts.
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Special needs trust planning.
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Medicaid and long term care planning.
- Education:
- New York Law School, New York, New York,
1990
LL.M.
Major: Taxation - Columbia Law School, New York, New York,
1986
J.D. - Macalester College, Saint Paul, Minnesota,
1975
B.A.
Honors: Magna Cum Laude
Major: Anthropology
Major: German
Major: Linguistics
- Representative Clients:
- Adroit Software and Consulting Inc.
- Air and Water Solutions, Inc.
- Database Technologies, Inc.
- Princeton Blue, Inc.
- Classes/Seminars Taught:
- New Jersey Estate Tax, Wigg-Maxwell Attorney, 2008
- Non Citizen Spouse Estate Planning, Summit New Jersey Dutch School, 2008
- Professional Associations and Memberships:
- New Jersey State Bar Association, Chair Section (Int'l), 1999 - 2001
- American Bar Association, 1987 - 2009
- New York City Bar Association, 1987 - 2009
- Member
- Past Employment Positions:
- Paul D. Wigg-Maxwell, Attorney, Attorney
- Reid & Priest, Associate, 1987 - 1994
- Sage Grey Todd & Sims, Associate, 1986 - 1987
- United Way of Green Bay, Wise, Director of Planning, 1981 - 1983
- United Way of St. Paul, Mn, Planning Assoc., 1979 - 1981
- Languages:
- German












