Client Successes

Represented a client in the acquisition and development of over $140 million of senior housing facilities that offer a continuum of care

Represented one of the largest heavy duty truck dealers in the United States in the acquisition of several heavy duty truck dealerships

Represented a non-profit affordable housing client in the acquisition, finance and rehabilitation of a 1,077 unit Section 8 portfolio consisting of projects located in 21 communities across Wisconsin by utilizing 4% low income housing tax credits and $41.5 million of bond financing

Structured numerous Reverse and Forward Single and Multiple Asset Tax Deferred Exchanges under Section 1031 of the Internal Revenue Code

Negotiated resolution of a multimillion-dollar unrelated business income tax claim on behalf of a tax-exempt client

Structured succession and estate plans for owners of family businesses engaged in construction, professional services, real estate, manufacturing and numerous other industries

Represented buyers and sellers in transactions involving professional service businesses such as veterinarians, dentists, physicians and accountants

Represented corporation in connection with employee stock ownership plan (ESOP) transaction and implementing deferred compensation program

Represented real estate sponsors in raising capital in tenant in common, syndicated limited liability companies, and related offerings

Represented companies, majority shareholders and minority shareholders and members in freeze out, squeeze out and related shareholder oppression matters and business disputes

Advised publicly traded health insurance company in connection with obtaining approval from the Wisconsin Office of the Commissioner of Insurance for the $900 million acquisition of an insurance company domiciled in Wisconsin

Obtained a “not guilty” verdict for a defendant who admitted that he drove drunk at over three times the legal limit and struck a pedestrian at a speed of 65 m.p.h.

Assisted with the drafting of property tax exemption legislation

Represented a benevolent retirement home for the aged in court and successfully obtained an annual $680,000 property tax exemption

Refined scope of Alt privilege in Carney-Hayes v. Northwest Home Health Care (Amicus)

Represent the bank in an ESOP loan transaction

Obtained permanent injunction in Vilas County action on behalf of landowners, preventing neighboring developer from using landowners’ private roadway to access new development, based on overburden of tenancy in common and application of restrictive covenants; affirmed on appeal, and published at Nettesheim v. S.G. New Age Products, Inc., 702 N.W.2d 449, 2005 WI App 169 (2005)

Sale of closely held business to multinational corporation

Represented several frac sand operations on siting issue

Represented large hotel with expansion through a condominium development, purchase of golf courses and annexation into city. The annexation included large acreage of Wisconsin DNR lands.