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Wealth Transfer Advice for Owner of Retail Holding Companies

Owner of retail holding companies

Representation of prominent developer of retail shopping centers in South Florida, which has included advice on wealth transfer planning. Client is the majority owner of more than ten holding company structures. Assisted the client in restructuring the ownership of his business holdings in order to obtain a balance between current income needs, long-term goals regarding the disposition of the client's interests, and maximum utilization of remaining estate tax exemptions. 

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