Complex Real Estate Transactions and Lending

Many of GSRJ’s family office and individual private clients have accumulated large real estate portfolios that are key components of their wealth.

Such real estate and its ownership are necessarily intertwined with the client’s overall investment and business structures. GSRJ lawyers frequently counsel clients in connection with real estate acquisitions, dispositions, joint ventures, development projects, tax-free exchanges, and all related lending transactions. Keenly aware of the tax pitfalls related to real estate portfolio ownership that becomes development activity, GSRJ guides clients to achieve desired tax results and avoid undesired surprises. Income, estate, and gift tax issues and the related real estate issues are analyzed simultaneously by GSRJ professionals versed in both areas. In addition, GSRJ attorneys have gained significant experience in negotiating and structuring complex real estate lending transactions. Due to GSRJ’s ability to examine a client’s financial issues holistically, GSRJ can structure such loans advantageously not only as to the real estate transaction itself, but also taking into account tax, estate planning, and asset protection considerations.

Attorneys

Michael H. Ripp, Jr.
Partner

Mr. Ripp represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures.

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Cindy L. Grossman
Partner

Ms. Grossman has a breadth of experience in corporate and partnership formation and operation, entity conversion and reorganization, business planning, business succession, and asset protection planning.

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Steven D. Baker
Counsel

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Coordinators

Tracy A. Costello
Family Office

Ms. Costello’s primary responsibility is to facilitate the family office support provided by the firm.

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Paralegals

Carol S. Kohler

Ms. Kohler supports the firm’s income and estate tax attorneys in the design and implementation of domestic and international entity structures.

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