Estate Planning and Administration Highlights

  • Since 2011, sophisticated estate planning for over a dozen local, high net worth families. Such services included the recapitalization of controlling and non-controlling business interests, trusts, insurance and GST planning.
  • In 2013 we served as lead counsel on the administration of a complex estate which included numerous business interests. Services included the preparation and filing of a voluminous 706 Estate Tax Return within 9 months of date of death that was approved by the IRS with no audit.

Corporate Transaction Highlights

  • Assisted local insurance company with the purchase of several local insurance agencies.
  • Represented a buyer in the purchase of the assets of a local furniture company.
  • Formed, drafted and negotiated documentation for new LLC’s and partnerships owning and investing in various commercial endeavors in the Champaign / Urbana community.
  • Provided legal services for the refinance of an out of state commercial building leased to a national drug store.
  • As part of an estate administration matter, we are assisting in the liquidation of a company’s assets.
  • Formed, drafted and negotiated organizational documentation for a new student housing development LLC in Peoria, IL, which included the negotiation of private offering documentation for the solicitation of investment funds from accredited investors under Regulation D of the Federal Securities laws.
  • Represented the buyer of a local title insurance company.
  • Assisted and prepared documentation for a sibling’s buy out of the interests in an LLC that owned farmland inherited from their parents.

Commercial Litigation Highlights

  • 6 year long litigation resulting in the settlement of nearly all a concrete contractor’s mechanic’s lien claim on a hotel in Lincoln, IL.
  • Successfully defended a farm client against a conspiracy claim to interfere with 3rd party business relations.
  • Lead counsel on the successful collection of over 75% of an obligation owed by guarantors under a commercial lease.