A founder’s graceful exit
Coordinated business recapitalization, sale planning, family trusts, and charitable gifts across an eighteen-month transaction.
Representative matter · Client identity withheldFolio 03
Selected matters, identities withheld.
Representative engagements illustrating the questions we help clients resolve. Past work does not predict future outcomes.
One family, three jurisdictions
Reframed domicile, real property ownership, trust situs, and fiduciary appointments for a family living between Massachusetts, Maine, and the United Kingdom.
Representative matter · Client identity withheldAdministration without escalation
Guided co-trustees through an illiquid estate, beneficiary communication, tax filings, and a private resolution of disputed personal property.
Representative matter · Client identity withheld