Representative Legal Matters
Represented a debt fund and property fund in connection with separate private placement fund offerings of limited partnership interests. Upon completion of the offerings, the funds expected to raise combined USD 4 billion.
Advised on a tax controversy matter in litigation involving the separation of nearly 20 Florida real estate properties valued at almost USD 1 billion.
Represented a billionaire South American family on pre-immigration tax and estate planning related to their move to the United States.
Represented a married couple in relation to a USD 500 million stake in a publicly traded European company.
Represented a real estate debt fund with projected capital investments of over USD 2 billion for the purpose of acquiring debt securities in connection with commercial mortgage backed securities offerings and other debt transactions.
Assisted with the restructuring of a family-owned and family-run global private equity fund, where two-thirds of the family lives in France and one third resides in the U.S. to maximize global tax efficiency in light of US tax reform law.
Restructured entities to avoid currency restrictions in Belize to facilitate partial sale of a domestic beer company to a global brand and distributor.
Advised on tax planning with state, federal and international impact and provided contractual advice in connection with confidential settlement agreements of over USD 200 million among top executive of a global investment and advisory financial services firm.
Represented an oil and gas acquisition company in the USD 100 million restructuring of its fund structure with respect to non-US investors, as well as handling of the fund's regulatory filings under the Investment Advisor Act of 1940.
Restructured a company's international operations, which includes locations such as South Africa, Poland, Egypt, Malaysia, Spain and Switzerland, in response to US tax reforms to obtain US deferral of offshore high-taxed global intangible high-taxed income and converting such income into "Subpart F income" that is eligible for special treatment under the "high-tax exception."
Assisted a large technology and software company specializing in software services to global 1000 companies, with restructuring global operations to minimize worldwide tax on income from US and foreign-source software sales.
Represented the world's largest sugar refiner in connection with refinancing the capital structure of its wholly-owned Canadian subsidiary by introducing a hybrid debt instrument.
Professional Associations and Memberships
- American Bar Association - Section of Taxation
- Florida Bar - Tax Section
- Florida~United States (2013)
- University of Miami (JD, LLM Taxation, cum laude) (2012)
- Nova Southeastern University (M.Acc.) (2009)
- University of Florida (BS, BA) (2005)