• Represented corporate sellers in the $25 million transfer of three operating car dealerships and two commercial properties, with partial seller financing.
• Developed a wealth transfer plan to carry out a client’s philanthropic goals including a charitable remainder trust that successfully provided for the grantor and his wife before providing substantial bequests to several well-known charities.
• Helped a client with the purchase of a sizable industrial property, from negotiating the deal and navigating multiple state-imposed environmental restrictions, through settlement and construction of a warehouse on the property.
• Negotiated and documented the real estate, business and franchise transfer terms involved in the sale of a client’s business, which included three fast food restaurants and two commercial properties.
• Assisted in the design and creation of a complex wealth transfer plan, including family limited liability companies and generation skipping trusts, to enable the transfer of a family real estate compound and multiple commercial properties valued at over $20,000,000 to succeeding generations.
• Successfully counseled a business client through the legal process and the lender’s requirements to obtain $12,500,000 in SBA and other financing enabling them to develop an entertainment facility.
• Structured the transition of a series of family-owned companies to the next generation through a gifting plan, including the use of valuation discounts, effectuating a substantial estate tax savings.
• Defended a commercial condominium association against a Writ of Monition, thereby preventing the commercial condominium building from being subject to a lien and possible sheriff’s sale.
• Counsels families and individuals in estate probate and trust administration matters including: the preparation of wills, trusts, powers of attorney, and advance health directives; retitling assets into trust; probating estates; and planning for generational transfers.
• Acts as outside legal counsel for local and regional businesses, assisting them in matters including: business startup considerations such as incorporation, licensing and financing; contract drafting, negotiation and review; documenting ownership transfers and financial transactions; preparing statutorily required corporate documentation; and business continuation planning. 
• Assists clients with commercial and residential real estate issues such as: purchases and sales; refinances; lease drafting and review; creating easements; intrafamily property transfers; and preparing deeds, mortgages, and deed restrictions.

Memberships

• Delaware State Bar Association (Estates and Trusts Section and Commercial Law Section)
• Hockessin Business Association

Previous Memberships

• Delaware Sports Museum & Hall of Fame
• Delaware Trial Lawyers Association
• Pennsylvania Bar Association

Community Involvement

• Widener University Delaware Law School Moot Court Interscholastic Competition Volunteer Judge
• Hockessin Business Association, pro bono legal services
• Hockessin Historical Society, pro bono legal services
• Past member of the Delaware Swim Team Parent Boosters
• Past volunteer parent for the Hockessin Soccer Club
• Past Member of the Aldersgate United Methodist Church Staff/Parish Relations Committee

• Delaware, 1993
• U.S. District Court for the District of Delaware, 1994 
• Pennsylvania, 1992 (inactive)

• University of Rochester, B.A. History
• Villanova University School of Law, J.D.

AWARDS