Success Stories

Corporate and Business Law

  • 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.

Creditors Rights

  • 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.

Elder Law

  • 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.

Estate Administration

  • 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.

Financial Services

  • 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.

Land Use and Zoning

  • 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).

Municipal Law

  • 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.

Personal Injury

  • 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.

Real Estate

  • 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.