Success Stories
- Corporate and Business Law
- Creditors Rights
- Elder Law
- Estate Administration
- Estate Planning and Wealth Preservation
- Financial Services
- Land Use and Zoning
- Municipal Law
- Personal Injury
- Real Estate
- Trademarks and Intellectual Property
- Represented a life science research product manufacturer in the sale of stock and assets, including its U.K. subsidiary to a public company.
- Implemented a reorganization plan for a company with revenues in excess of $1 billion, the plan involved the liquidation or merger of more than a dozen operating subsidiaries and affiliates.
- Negotiated software licensing agreements between an early-stage developer and a multi-national media conglomerate.
- Completed complex buy-sell agreements for a restaurant company with multiple partners and numerous real estate interests.
- Represented various financial institutions in workout, bankruptcy proceedings and foreclosure proceedings, including a $20 million condominium project, and a $8 million condominium project.
- Negotiated and documented agreements of sale for a $3.5 million commercial building on behalf of financial investors holding REO property.
- Represented a debtor in a $26 million hotel debt restructuring.
- Successfully defended two secured creditors in state court litigation initiated by contractors claiming unjust enrichment and seeking the imposition of constructive trusts in an amount in excess of $2 million.
- Instituted various guardianship proceedings for payment of fees owed to long term-care providers.
- Successfully petitioned for orphans in a dispute between a corporate trustee and the grantor of a minor's trust.
- Implemented a Cryonic Revocable Trust.
- Administered a multi-million-dollar estate with real estate located in several states.
- Administered a multi-million-dollar estate that involved the sale of an operating business.
- Administered an insolvent estate with gross in excess of $4 million that included business and real estate interests.
Estate Planning and Wealth Preservation
- Implemented an installment purchase of limited partnership interests by creating an Intentionally Defective Grantor Trust to protect appreciated assets from exposure to the federal estate tax.
- Designed and implemented an estate plan for a high net-worth real estate developer, including wills, revocable trusts, an irrevocable life insurance trust, charitable bequests, and a long-term succession plan.
- Completed a Charitable Lead Trust for the benefit of a local university, resulting in income and estate tax savings for the donor and a transfer of $1 million to the university.
- As lender's counsel, structured, drafted, and closed a complex $18 million tax-free construction to permanent loan transaction for a not-for-profit entity.
- Served as lender's counsel for over $100 million in asset-based credit facilities secured by real estate and other collateral in multiple jurisdictions.
- Represented lender in all aspects of foreclosure, bankruptcy, and possession of $15 million in commercial property.
- Facilitated a unique partnership between local municipalities and a private developer to improve telecommunication infrastructure construction and development process.
- Successfully secured zoning and land development for an 85 unit age restricted housing complex in Elkins Park for Federation Housing.
- Represented a synagogue in a landmark federal case with claims based on violations of The Religious Land Use and Institutionalized Persons Act of 2000 (RLUIPA).
- Assisted the Pennsylvania Turnpike Commission with property acquisitions by eminent domain for the I-95 and Pennsylvania Turnpike interchanges.
- Represented elected tax collectors in a lawsuit against two Bucks County school districts over reduced compensation.
- Facilitated one of the most significant conservation transactions in the history of Montgomery County with the preservation of 400- plus acres of Erdenheim Farm as open space, free from future development.
- Secured a $9.7 million verdict for a union plasterer injured on construction site.
- Negotiated a $3.6 million settlement for a union laborer who was injured on a construction site.
- Obtained a $5 million settlement and a court-ordered receivership in a partnership dispute concerning a real estate development and management company.
- Represented a regional commercial developer in all aspects of the development of several large shopping center projects and a multitude of free standing retail properties.
- Represented a charitable organization in the purchase, financing, and zoning of the Elkins Estate, a venerable 42 acre landmark.
- Represented a regional commercial real estate investment partnership in connection with the acquisition and financing of a portfolio of retail drug store properties.
- Represented landlords in the negotiation of leases and operation and easement agreements with some of the nation's largest “big box” retailers such as Lowes, Wal-Mart, Best- Buy, Barnes & Noble, Sports Authority and Old Navy.
Trademarks and Intellectual Property
- Manage a multi-brand trademark portfolio for a New York Stock Exchange-traded health care company with over $2 billion in annual revenues.
- Secured a $750,000 jury verdict in a misappropriation of trade secret case.
- Negotiated software licensing agreements between an early-stage developer and a multi-national media conglomerate.
