Scott A. Harshman has extensive experience in tax, trust and estate matters and business planning, for high net-worth individuals, including wealth transfer planning, income tax planning, corporate and partnership taxation, business succession planning, and international estate and tax planning. Scott also has vast experience in probate and trust administration, trust and probate litigation, and the structure and formation of nonprofit entities, including private foundations and public charitable organizations.

Concentration:

• Taxation
• Estate planning, wealth-transfer, asset protection
• International estate and tax planning
• Trust and probate administration
• Business tax planning, including buy-sell agreements
• Corporate and partnership tax
• Private foundations and public charities
• Federal and state tax controversy
• Litigation and dispute resolution involving wills, trusts and other testamentary instruments

Representative Experience:

• Planned and implemented a business succession plan for an estate worth over $200 million involving a family office structure, multiple partnership agreements, voting agreements and dynasty trusts
• Planned and implemented a $45 million installment sale to an intentionally defective grantor trust
• Planned and implemented a $50 million transfer to a charitable lead trust
• Coordinated trust administration of over 30 irrevocable trusts that hold a substantial interest in a publicly traded company for multiple generations of family members
• Formed and planned the structure of a nonprofit school, consisting of the formation of a public charity and supporting organizations, and a total project cost of over $60 million
• Represented numerous trustees and beneficiaries in disputes involving removal of trustees, accountings, breach of trust, and petitions to reform or modify trusts