skip to main content
× Close
  • Tax, estate planning and asset protection planning for high net worth individuals
  • Drafted complex employment agreements, shareholders' agreements, partnership and operating agreements
  • Involved in the structuring and drafting documents for transactions involving asset sales, stock sales and tax-free reorganizations, including the sale of personal goodwill
  • Involved in the structuring and formation of charitable foundations and related tax-exempt matters
  • Served as special tax counsel to debtors involved in Chapter 7 and Chapter 11 bankruptcy reorganizations
  • Represented numerous companies in connection with sales and use tax disputes with the Florida Department of Revenue
  • Represented numerous companies and individuals in connection with disputes with the Internal Revenue Service regarding federal income tax, estate tax and gift tax matters
  • Represented the successful plan proponent in a series of reorganization transactions for the iconic, 700-room Pittsburgh Hilton hotel, that included our client's acquisition of all the equity in the debtor. These transactions included: (a) restructuring the hotel's senior secured financing under BlackRock Capital's $49.6 million loan, (b) negotiating and implementing a new Franchise Agreement followed by a Hotel Management Agreement with Wyndham Hotels, (c) consummating $8 million of additional financing from Wyndham, secured by the Hotel's equity, (d) placing up to $11 million in junior mortgage financing from our client as Plan Proponent, and (e) resolving other secured and unsecured claims
  • Represented a 100+-store franchisee of a national quick-service restaurant chain in an investment bank-led sales process that generated aggregate sale proceeds of more than $200 million. The sales process encompassed multiple transactions with four unaffiliated sophisticated buyers, seven affiliated selling entities, a national franchisor with the power to block or influence the transaction, and assets located in multiple states, leading to a complex transaction negotiation and structure. Advised client in connection with tax matters.
  • Martindale-Hubbell, AV® Preeminent™ rated
  • Chambers & Partners USA, America's Leading Business Lawyers, Tax, 2018
  • The Best Lawyers in America®, 2014-2019
  • Florida Trend, Legal Elite, 2006-2009, 2013
  • The South Florida Legal Guide, Top Lawyer, 2007-2014, 2016
  • Florida Super Lawyers, 2006-2019
  • Certified Public Accountant
  • Florida Bar Board Certified Tax Attorney
  • Estate Planning Council of Broward County, 1984-Present (Director, 1994-1996)
  • Greater Fort Lauderdale Tax Council, 1984-Present (Director, 1991; Secretary, 1991-1992; Treasurer, 1992-1993; Vice President, 1993-1994; President 1994-1995; Advisory Committee Member, 1996-Present)
  • Florida Advisory Council for the National Business Institute, Charter Member
  • Member, Brazil-American Chamber of Commerce of Florida
  • Former Vice-Chair of the Partnership Tax Committee and the Bankruptcy Tax Committee of the Federal Tax Division of the Florida Bar Tax Section
  • Graduate of Leadership Broward, Class VII, and member of Leadership Broward Foundation, Inc.
  • Adjunct Professor at Nova Southeastern University Shepard Broad Law Center, where he teaches Estate and Gift Tax
  • Adjunct Professor in the Heckerling Graduate Program in Estate Planning at the University of Miami School of Law, where he teaches Corporate Tax