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Representative Matters
Tax & Estate Planning

Representative Kahn Kleinman matters are:

  • Tax counsel for a $150,000,000 buy-out/recapitalization of Miraval Health Spa & Sierra-Tucson Rehabilitation Facilities in Tucson, Arizona

  • Tax counsel for First Interstate Properties in connection with the development and financing of Legacy Village, a 600,000 square foot “Lifestyle Center” in Lyndhurst, Ohio.

  • Tax counsel for numerous private equity funds, including all formation structuring and agreements.

  • Tax counsel for the sale/like-kind exchange of a condominium complex located in Sarasota, Florida for approximately $20,000,000

  • Tax counsel for various multi-family residential low income tax credit projects and historic rehabilitation tax credit

  • Tax counsel for a major recapitalization of a national women’s retailer, Dots Stores, through investment by William Blair Capital Partners

  • Tax counsel for clients in administrative appeals and litigation involving federal and state income, sales, and property tax matters

  • Served as tax counsel in stock-for-stock and stock-for-asset acquisitions up to $100 MM.

  • Served as tax counsel in multiple internal reorganizations of tax-exempt entities

  • Analyzed estate planning recommendations for succession plan of a $200 million closely held but publicly traded company.

  • Provide estate planning, retirement planning and life insurance planning advice to executives of fortune 500 companies

  • Created an innovative version of a dynasty trust that allowed beneficiaries to be their own trustee and provided more flexibility than standard dynasty trusts


Attorneys in this Practice Area
Neil Kurit (1940-2008)
Peter Nealis
David Tavolier
Missia Vaselaney

Publications in this Practice Area
Business Structure and Choice of Entity
Charitable and Philanthropic Planning
Estate Planning
General Tax Issues
Reorganization and Exchanges
Tax Controversy and Litigation

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