Trust & Estate Planning
Experience
Counsel on $1MM Easement for Telecommunications Equipment
Counsel to a building owner in developing, negotiating, and drafting a $1MM roof top access easement for telecommunication equipment company with an ongoing monthly residual to building owner as new telecommunication equipment companies access the site.
Trust & Estate Planning
Assisted business owners, executives, and various individual clients with business and estate planning needs to transfer an increased portion of their assets to beneficiaries on an after-tax basis by utilizing wills, living trusts, irrevocable gift and insurance trusts, family limited partnerships, and a variety of other probate avoidance and/or tax advantageous business entities.
Counsel for Lease to Cell Phone Tower Operators
Lead negotiation for a Chicago client to protect its interests in real estate at an office complex where the client sought to lease, through easements, the entire roof to cell phone tower operators; included negotiation of all documentation.
Protected NYSE® Corporation's Trademarks and Brand Name
Lead intellectual property litigation counsel for international NYSE® telecommunications and data center corporation in federal trademark litigation and strategic counseling to protect a worldwide brand name.
Replacement of Trustee
Represented a trust beneficiary in the disputed removal and replacement of a trustee over a trust valued in excess of $30MM.
Charitable Beneficiary's Trust Distribution Protected
Represented a charitable beneficiary of a multimillion-dollar trust in an action to ensure the appropriate distribution of proceeds where the testator had created a significant ambiguity in the trust.