Captive Insurance

• Served as counsel to a very successful captive management company with respect to its international group captive program
• Served as counsel to a business and its owner in structuring the ownership of multiple captives within the business owner’s family, using multiple trusts to navigate the attribution rules applicable to certain captives
• Served as counsel to a boutique law firm, representing it in the creation and administration of multiple captive insurance companies, including the eventual exit strategy for one of the partners in the law firm who is retiring

Business Owners and High-Net-Worth Families

• Advised a Washington, D.C.-area government contractor who owned 100 percent of his company on a novel presale income tax planning technique designed to eliminate state income taxation on the eventual sale of the client’s company
• Structured, through the use of limited liability companies (LLCs) and irrevocable trusts, a presale planning strategy that moved tens of millions of dollars of wealth outside of the client’s estate, despite the client’s gift/estate tax exemption having already been used

 International Estate Planning

• Providing counsel to a nonresident alien individual who wants to bring tens of millions of dollars into the U.S. for the benefit of his resident alien wife and U.S. citizen daughter, using both trust planning and private placement life insurance

Family Office Services

• Advised a client in the establishment and administration of a single family office, including advising on the hiring of key personnel

Fiduciaries in Dispute Resolution

• Serves as counsel to one of the largest U.S. trust companies with respect to fiduciary litigation matters in Washington, D.C., Maryland and Virginia

• The Best Lawyers in America guide, Trusts and Estates, 2018, 2019, 2020, 2021, 2022, 2023, 2024
• Top Money Adviser, Washingtonian Magazine, 2014, 2016, 2022

• Captive Insurance in the Middle Market, Holland & Knight Private Wealth Services Blog, August 1, 2018
• Takeaways From The Tax Court’s First Micro-Captive Insurance Ruling, Taxnet Pro, November 2, 2017
• Takeaways from the Tax Court’s First Micro-Captive Insurance Ruling, Holland & Knight Alert, October 6, 2017
• Benson Trust Dispute Heads Back to Court, Holland & Knight Private Wealth Services Blog, September 29, 2016

• Captive Insurance for the Middle Market, Holland & Knight Program, July 26, 2018
• Captive Insurance for the Closely Held Business, Holland & Knight Program, June 27, 2018
• Founders’ Meeting for Cayman Group Reinsurance Company, Oxford Risk Management Group, February 22-23, 2018
• Succession Planning for Government Contractors, Signature Estate & Investment Advisors, LLC (SEIA), November 8, 2017
• Taxation of their Group Captive, Oxford Risk Management Group’s Advisor Summit, June 21, 2017

• American University Washington College of Law, Dean’s Advisory Council American Bar Association, Section on Real Property, Probate and Trust Law Maryland State Bar Association, Estates and Trusts Section
• District of Columbia Bar Association, Tax Section; Estate Planning Committee Washington, D.C., Estate Planning Council