Commercial Advisory Practice in Family, Trust, and Estate Law

  • Advised on spouse’s ongoing management and control rights in a rapidly-growing private manufacturing company
  • Tried and settled issues re community property characterization of carried interests in six real estate investment limited partnerships. The issues in the case were described by the trial judge as “complex in the extreme”
  • Defeated contested writ petition on child custody issue (Maria D. v. Superior Court, Appeal No. A146116 (Cal. Ct. App. Div. 4, September 24, 2015)
  • Settled two substantial commercial claims arising from personal relationships (called “Marvin” claims under California law)
  • Tried and settled $10 million marital estate, including complex issues of business valuation and acquisition of financial services company
  • Settled community property rights in substantial San Francisco Bay Area commercial real estate portfolio
  • Settlement of $7.5M claim alleging fraud in a premarital agreement
  • Bench trial and successful appeal in $5M marital fraud case