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
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