Harmon Allan Brown is an estate planner who has shepherded generations of families through the wealth planning labyrinthine. He is unflustered by the complicated family dynamics often associated with these matters and finds innovative ways to mitigate them in a timely and tactful manner.
Harmon’s nationwide practice has helped clients plan for the transfer of their assets in a tax efficient and practical way. He has participated in a multitude of family meetings to develop, design and implement family estate planning. Harmon’s goal is to provide clients with clarity about their options and work closely with them and their other professional advisors to develop an integrated estate plan.
Harmon focuses on advising business owners in management and ownership succession. This practice often involves restructuring the business entity, creating incentive compensation plans for management, designing voting arrangements, and creating wealth transfer vehicles. After devising these plans, Harmon acts as a hands-on adviser for these clients to fine-tune them and insure they are properly implemented.
EXPERIENCE:
- Led the successful transition of ownership and control of several multi-generational family businesses.The projects involved planning for the transfer of equity interests, management succession and trust design.
- Worked with a family on the design of a business entity to receive assets on the termination of a trust worth in excess of $1.5 billion.
- Assisted several families to individually design trusts to manage assets with investment advisors, business operation managers and trustees.
- Successfully represented multiple clients with the Internal Revenue Service on complex valuation and transfer tax issues.
- Advises numerous families on wealth transfer techniques, including regular follow-up to insure proper implementation and strategic changes due to updated market conditions.
- Advises several charitable entities as general counsel dealing with issues related to policies and procedures, management and compliance.
EDUCATION:
- DePaul University College of Law, LL.M., Taxation, 1984
- University of California – Los Angeles – School of Law, J.D., 1979
- University of California – Los Angeles, B.A., 1976
BAR ADMISSIONS:
- Illinois
- Hawaii
- U.S. Tax Court
Cost
Rate : $$$
