Rimon
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Private Client

We represent founders, executives, board members, philanthropists, and others to ensure that their sophisticated legal needs are met with expertise and efficiency. Rimon’s Private Client team appreciates the individual circumstances of each of our clients and strives to aggressively represent their unique personal needs.

Rimon’s Private Client team marshals and deploys the full resources of the firm by working closely with the Corporate, Intellectual Property, Tax, and Litigation teams. This highly dynamic and integrated environment assures that we achieve full-spectrum representation for our clients.


Related Practice Areas

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  • COBRA continuation
  • HIPAA privacy
  • Withdrawal liability
  • 401(k) plans
  • Union contract negotiations
  • Pensions
  • Cash balance plans
  • Disability plans
  • Life insurance
  • ESOPs
  • Counsel top-level executives in the negotiation and documentation of their compensation and benefit agreements
  • Taft-Hartley and governmental plans
  • Post-retirement compensation
  • Health care arrangements (health, dental, vision, and nursing plans)
  • Designing and documenting compensation arrangements that may include: stock options, phantom stock, and other equity and non-equity elements
  • Analysis of investment decisions in conjunction with clients’ investment advisors
  • Mediation
  • Legal counsel on:
    • Cash salary and bonuses
    • Incentive stock options
    • Non-qualified stock options
    • Restricted stock plans
    • Phantom stock agreements
    • Limitations on tax-qualified plans
    • Creative deferred compensation plans
    • Supplemental executive retirement plans (SERPs)
  • Employment benefits
  • Employment contracts
  • Golden parachutes
  • Negotiated severances
  • Executive employment agreements
  • Incentive compensation arrangements
  • Deferred compensation
  • Employment disputes and litigation
  • Restrictive covenants and non-competition agreements
  • Enforcement of non-compete and confidentiality agreements
  • Separation agreements
  • Advice and counseling
  • Employee compensation
  • Benefit plans and arrangements
  • Compensation negotiation and documentation
  • Competitive market position
  • Corporate whistleblowing
  • Corporate governance and shareholder-related matters
  • Cross-border employment law issues
  • Discrimination, harassment and retaliation
  • ERISA and benefits litigation
  • Executive compensation
  • Financial reporting
  • Public disclosure
  • Retention concerns and succession planning
  • Securities law compliance
  • Traditional labor law
  • Wage-and-hour
  • Withdrawal
  • Gift tax minimization through grantor retained annuity trusts (GRATs), family limited partnerships and other structures
  • Dynasty trust planning to avoid estate tax in successive generations
  • Income tax minimization through charitable remainder trusts and direct gifts to private family foundations
  • Preparation of estate tax returns and gift tax returns
  • Charitable giving
  • Finance – endowments and investments
  • Nonprofit governance matters
  • Nonprofit tax matters
  • Program-related investment (PRI)
  • Formation of private foundations
  • Advising board members and officers of public charities
  • Advising board members and officers of private foundations
  • Tax compliance for private foundations and public charities
  • Revocable Living Trusts
  • Irrevocable Children's Trusts
  • Generation Skipping Trusts
  • GRATs
  • Family Limited Partnerships
  • Charitable Remainder Trusts
  • Estate & Gift Tax Minimization
  • Private Family Foundations
  • Asset Protection
  • Family Business Planning

Representative Matters of Rimon’s Private Client Attorneys

  • Worked with venture capital partners to transfer carried interests to irrevocable children’s trusts at the beginning of the fund when those interests were of modest value, and watched those interests grow in value to more than $10 million, thereby transferring significant wealth while using minimal gift tax exemption
  • Developed a strategy to transfer $75 million of family legacy real estate to a dynasty trust without incurring gift tax, and fully covered by generation-skipping tax exemption; the dynasty trust will protect that real estate from estate tax, creditor claims, and divorce claims in perpetuity
  • Developed multiple term of years flip charitable remainder trust strategy to hold extensive position in large public company that was a possible hostile acquisition target, so that client could (a) benefit the client’s private foundation when he chose by terminating one or more of the trusts early in whole or in part; (b) get the stock into a structure which would avoid capital gains tax on a sudden forced sale in a hostile acquisition; and (c) retain the right to cash flow from one or more of the trusts if he decided he needed it, by triggering the flip mechanism
  • Obtained seven-figure judgments and settlements (including punitive damages) in two matters involving diverse issues ranging from fraud to insurance bad faith claims
  • Represented executives in negotiations of salaries and benefits; provide counsel in benefit litigation
  • Represent the full spectrum of employee-related considerations from start-ups and family businesses to Fortune 500 companies
  • Defended $500 million family trust in probate litigation concerning claims of alleged common-law spouse located overseas
  • Represented beneficiary improperly excluded from $20 million family trust

Attorneys in Rimon’s Private Client Team