Attorneys

Practice includes:

• General representation for both publicly held and privately held business entities.
• Business entity organization, governance and tax planning – corporations, partnerships, limited liability companies, joint ventures, nonprofit corporations.
• Personal and business tax planning.
• Personal estate and business succession planning -  wills, trusts, buy- sell agreements.
• Business sales, mergers and acquisitions – tax planning, transaction negotiation, document preparation, closing services.
• Securities offerings, public and private.
• Public company reporting and compliance, broker-  dealer and investment advisor regulation and compliance.
• Tax-advantaged real estate transactions.
• Dealing with providers of venture capital and private   equity funding, transaction negotiation, closing services.
• Low-income housing tax credit representation for  lenders, developers and tax credit investors – structure  and compliance matters.
• Structured tax-advantaged transactions for business.
• Like-kind exchanges – planning, structure and advice.
• Incentive compensation arrangements, stock options, profits interests, restricted stock, phantom stock, deferred compensation.
• Complex partnership and limited liability company sharing arrangements.
• General contract preparation and negotiation.
• Secured lending – lender and borrower representation.
• Transfers of personal property and real estate.

Occasional lecturer regarding entity formation and governance, tax planning and securities regulations. Past President West Valley Rotary Club; Board member Heart and Soul; Board member Friends of The National Multiple Sclerosis Society.

MEMBERSHIPS

• U.S. District Court, District of Utah, 1979
• Utah Supreme Court, 1979
• Utah State Bar, 1979
  – Business Law Section
  – Probate/Estate Planning Section
  – Securities Section
  – Tax Section
• American Bar Association
  – Section of Business Law
  – Section of Taxation
  – Section of Real Property and Probate

EDUCATION

• George Washington University, National Law Center (J.D. 1979)
• Certificate of International Relations, 1976
• University of Utah, B.A., Political Science

PRACTICE AREAS
Business Finance
Real Estate
Tax & Estate Planning
Labor & Employment