Experience

Taso Milonas has the depth of experience and expertise to handle a wide range of matters from the simplest to the most complex. Following is a list of representative cases:

$1 Billion IPO. Tax and estate planning counsel in connection with pre-IPO planning for closely-held family hospitality and entertainment business.

$500,000,000 agribusinessTax and estate planning counsel to closely-held family agribusiness engaged in cattle, ranching, citrus, sugar, timber, sod and land development.

$350,000,000 estate administration. Estate counsel for mega-estate during four year period of administration, including, but not limited to: monthly meetings of family members and other advisors; coordination with family office; advice in connection with sale of $200 million block of publicly-traded stock; sale of $80 million art collection; administration and sale of family’s personal aircraft; administration and distribution of megayacht; administration of multiple family residences located throughout the U.S. and abroad; advice in connection with allocation of income and expenses under Florida Uniform Principal and Income Act; trust and estate litigation; and reformation of irrevocable trust to correct adverse tax consequences.

$200,000,000 sale of tech business. Tax advisor in connection with sale of closely-held technology company, including, but not limited to: meeting with owner and other advisors; analysis and review of purchase and sale agreements; and related tax planning.

$200,000,000 family foundation. Tax advisor in connection with establishing and funding family foundation, including, but not limited to: meeting with donor and other advisors; selection of executive director and board of directors.

$150,000,000 estate plan. Tax and personal counsel to seller of closely-held manufacturing business, including, but not limited to: regular meetings with family members and other advisors; coordinate with family office; preparation of all personal and estate planning documents; formation of business and investment entities for various assets, including 25,000 acre ranch, personal aircraft, and multiple residences.

$150,000,000 sale of automobile dealership. Tax and corporate counsel in connection with owner’s proposed sale of large automobile dealership and related real estate holdings, including, but not limited to: regular meetings with family members, business brokers, and other advisors; preparation of sales and purchase agreements; and negotiations with prospective buyers.

$130,000,000 estate plan.  Tax advice in connection with estate plan, including, but not limited to: meeting with client and other advisors; proposed $100 million real estate development; and expatriation of client to foreign jurisdiction for tax planning purposes.

$100,000,000 estate plan. Tax and corporate counsel for closely-held insurance business and its principal owner, including, but not limited to: meetings with client and other advisors; pre- and post-IPO planning; preparation of all personal estate planning documents.

$100,000,000 pre-nuptial agreement. Tax planning in connection with structuring pre-nuptial agreement for principal owner of large chain of retail stores.

$100,000,000/year petroleum dealer. Tax and corporate counsel to multi-brand franchised gasoline retailer, including, but not limited to: quarterly meetings with family members and other advisors; formation of state-wide convenience store and mini-mart operations; personal and estate planning for principal owners; and administration of majority owner’s estate following his death.

$100,000,000/year retail store. Tax and corporate counsel for chain of closely-held retail stores, including, but not limited to: regular meetings with family members and other advisors; various corporate restructuring matters; personal and estate planning for principal owners; and administration of majority owner’s estate following his death.

$80,000,000 tech stock swap. Tax and personal advisor in connection with exchange of owner's stock in private company with stock in public company and subsequent sale.

$75,000,000 sale of marketing group. Tax and corporate counsel for closely-held marketing and advertising group, including, but not limited to: meetings with client, other advisors; meetings with prospective purchaser (a venture capital group) and purchaser's legal counsel; draft contract for purchase and sale; formation of various entities; all personal and estate planning for sole owner; and personal security planning for family, including interview former Secret Service personnel.

$70,000,000 estate plan. Tax and legal counsel in connection with estate planning for commercial real estate owner and developer, including, but not limited to: regular meetings with client and other advisors; preparation of all personal and estate planning documents; advice in connection with second marriage and pre-nuptial planning; charitable gift and personal family foundation planning.

$50,000,000/year medical practice. Tax and corporate counsel for boutique medical practice with over $50 million in annual revenue, including, but not limited to: monthly meetings with client and other advisors; analysis and review of current practice structure; developed and recommended structure for proposed expansion of practice; and related tax and estate planning for future "exit strategy" of principal.

$50,000,000 tax shelter audit. Tax counsel in connection with "Son of BOSS" tax shelter audit and related litigation, including, but not limited to: meetings with client, IRS personnel, and litigation counsel; analysis and review of tax shelter promoter documents; and related tax planning.

$50,000,000 life insurance. Tax and legal counsel in connection with acquisition of large life insurance policy, but not limited to: meetings with client/insured, trustee and financial advisors; preparation of multiple trusts to be owner and beneficiary of policy; and gift and estate tax planning.

$50,000,000 divorce. Tax counsel in connection with divorce of large real estate developer, including, but not limited to: meetings with client and divorce counsel; analysis and review of proposed marital settlement agreement; and related tax planning.

$50,000,000 estate plan. Tax and personal counsel in connection with estate planning for principal owner of closely-held waste management business, including, but not limited to: regular meetings with client and other advisors; preparation of all personal and estate planning documents; charitable gift and personal family foundation planning;

$35,000,000 sale of mobile home park. Tax counsel in connection with sale of family-owned mobile home park, including, but not limited to: meetings with owner and other advisors; contract review; and tax planning to minimize capital gains taxes.

$25,000,000 life insurance. Tax and legal counsel in connection with acquisition of large life insurance policy, including, but not limited to: meetings with client/insured, trustee and financial advisors; preparation of irrevocable life insurance trust to be owner and beneficiary of policy; and related gift and estate tax planning.

$20,000,000 life insurance. Tax and legal counsel in connection with acquisition of large life insurance policy, including, but not limited to: meetings with client/insured, trustee and financial advisors; preparation of irrevocable life insurance trust to be owner and beneficiary of policy; and related gift and estate tax planning.

$20,000,000 estate administration. Estate counsel for administration of estate of deceased business owner, including, including, but not limited to: meetings with co-personal representatives, co-trustees, family members, and other advisors; prepare all probate pleadings; prepare all federal and state estate tax returns; handle all phases of IRS estate audit and examination; and structure deferred payment plan for unpaid estate taxes under Internal Revenue Code §6166.

$17,000,000 life insurance. Tax and legal counsel in connection with acquisition of large life insurance policy, including, but not limited to: meetings with client/insured, trustee and financial advisors; preparation of irrevocable life insurance trust to be owner and beneficiary of policy; and related gift and estate tax planning.

$15,000,000 will contest. Represented co-personal representatives and trustee in protracted will and trust contest involving multiple parties and their counsel, including, but not limited to: defense of fiduciaries; preparation of various court filings; numerous courtroom appearances; participation in mediation and settlement negotiations among the parties and counsel; preparation of final settlement agreement; and lead counsel in post-settlement IRS estate audit.

$15,000,000 life insurance. Tax and legal counsel in connection with acquisition of large life insurance policy, including, but not limited to: meetings with client/insured, trustee and financial advisors; preparation of irrevocable life insurance trust to be owner and beneficiary of policy; and related gift and estate tax planning.

$10,000,000 sale of mobile home park. Tax and legal counsel in connection with sale of family-owned mobile home park, including, but not limited to: meetings with owner and other advisors; contract review; and tax planning to minimize capital gains taxes.

$10,000,000 guardianship. Legal counsel in connection with determination of inacpacity of real estate developer, including, but not limited to: meetings with family members and out-of-state counsel; preparation of court pleadings; attendance at all court proceedings; advise family in connection with ongoing business operations.

$9,000,000 sale of cattle ranch. Tax and legal counsel in connection with sale of family-owned cattle ranch, including, but not limited to: meetings with owner and other advisors; perparation of purchase and sale agreement; and tax planning to minimize capital gains taxes.

$9,000,000 life insurance. Tax and legal counsel in connection with acquisition of large life insurance policy, but not limited to: meetings with client/insured, trustee and financial advisors; preparation of irrevocable life insurance trust to be owner and beneficiary of policy; and related gift and estate tax planning.

$5,000,000 gift to charity. Tax counsel in connection with gift to client's alma mater, including, but not limited to: meetings with donor and development officers; state matching grant; and related tax planning.

$300,000 gift to charity. Tax counsel in connection with gift to local community foundation, including, but not limited to: meetings with donor and foundation officers; research available gifting opportunities; and related tax planning.