• Tax opinion letters;
  • Tax portions of registered offerings filed with the Securities and Exchange Commission (SEC), including advising securities lawyers in connection with the structure of such transactions;
  • Corporate and partnership documents;
  • Employee-benefit and retirement plans, plan amendments and plan termination documentation and applications for determinations in connection with the plans;
  • Applications for tax-exempt status for charities; and
  • Wills, Trust Agreements, Powers of Attorney and Health Care Directives – including revocable and irrevocable trusts, life insurance trusts, “Crummey” trusts, “2503(c) trusts” for minors, unified credit shelter trusts, marital trusts, gift documentation, qualified terminable interest trusts (QTIPs), charitable lead and income trusts, qualified personal residence trusts, grantor retained annuity trusts (GRATs), grantor retained unitrusts (GRITs), qualified domestic trusts, and prenuptial agreements.


  • Structuring complex corporate, partnership and exempt-organization business transactions, including mergers, acquisitions, reorganizations, sales to ESOPs, workouts and bankruptcies;
  • Analysis of the tax aspects of financial transactions, including fraud; and
  • Representation of clients in inventory-accounting issues in connection with securing certification of financial statements.