Anthony D. Martin practices in the areas of corporate and international law, as well as estate planning. He has substantial experience in corporate law and international transactions, including acquisitions, dispositions, financings, protection of intellectual and other property, employee compensation and equity plans, and contractual matters involving privately held, as well as publicly held companies.
As an estate planner, Mr. Martin has more than 30 years of experience counseling family offices, individuals, married and divorced spouses, business owners and executives, and U.S. citizens and residents, as well as non-U.S. citizens, in the techniques of preserving and transferring wealth, protecting assets, providing for children, elderly and other family members, business succession planning, expatriation from the U.S., IRS reporting for foreign assets and accounts, and counseling clients generally in the integration of business and estate planning strategies. He has also assisted clients in the probating of estates and administering trusts, domestic and foreign, at times in the role of fiduciary or trust protector.
Mr. Martin has advised entrepreneurs and companies engaged in a broad range of commerce, including: computer hardware and software; e-commerce; biotechnology; scientific and medical research; pharmaceuticals and medical devices; manufacture, distribution and retailing of consumer and industrial products; electronics; cryogenics; publishing; fire retardation; life settlements; oil service technologies; personnel recruitment and placement; personal restraints; telecommunications; product design; real estate; commercial and management services; and mortgage servicing. He also counsels a significant number of clients in the healthcare industry, as well as nonprofit entities.
Mr. Martin has made presentations to professional groups, including on October 30, 2007 a presentation to the Berkshire Estate Planning Council on "Planning Ideas for the New Business."
Areas of Practice
· Estate, Tax and Wealth Planning
· Corporate Law
· International Commercial and Private Client Transactions
Representative Matters
Business Transactions
· Representation of seller of energy services company in transaction in excess of $150 million
· Structuring technology company for multi-industry applications in both commercial and governmental fields involving foreign and domestic financing
· Representation of foreign borrower in syndicated real estate loan closing requiring special purpose vehicle entities
· Counseling U.S. clients on settlements of contentious litigations involving patents and other issues
· Implementation of recall program for product manufacturer
· Negotiation of restricted stock and deferred compensation package for highly paid executive in multinational company
· Assisting senior medical professional transition from former practice group to new one
· Assisting U.S. clients with joint ventures in Kuwait, Dubai, Qatar, Saudi Arabia, involving projects for oil and gas technologies, medical research and treatment, franchising of retail products, and construction
· Assisting Middle East clients with entry into U.S. marketplace using joint ventures and acquisitions
Estate Planning
· Restructuring of multi-generational family office with substantial assets, including trust decanting and re-siting
· Complex structuring for wealth building and tax savings for family limited liability company with children's trusts, defined benefit plan, employment and insurance arrangements
· Transitioning family business from senior generation to adult child tax efficiently
· International estate planning for executives with U.S. and offshore assets
· Managing transatlantic probates with litigation and regulatory issues in both jurisdictions
· Negotiation of complex prenuptial arrangement with irrevocable insurance trust
· Planning for donor-advised philanthropic gift of substantial size
· Assisting U.S. and foreign clients with IRS reporting issues, including guidance in and outside of the IRS voluntary disclosure programs
· Pre- and post-divorce estate planning
· Advice on foreign grantor and non-grantor trust distributions to U.S. beneficiaries and acquisition of U.S. property
· Crafted post-nuptial agreements to resolve estate-planning issues
· Advice and documentation of same-sex prenuptial and donor insemination agreements
Professional Activities
· Society of Trust and Estates Practitioners (STEP)
· Massachusetts Bar Association
· Boston Bar Association
· British American Business Council of New England
- Co-Founder (1986); President (2005-6)
Experience
· Duane Morris LLP
- Partner, 2002-present
· Schnader Harrison Segal Lewis LLP, Boston, Massachusetts
- Partner, 2000-2002
· Goldstein & Manello, P.C., Boston, Massachusetts
- Stockholder and Director, 1984-2000
- Partner, 1980-1984
- Associate, 1976-1980
· University of California, Los Angeles
- Assistant Professor of International Relations, 1969-1972
Civic and Charitable Activities
· Social Venture Partners - Boston
- Lead Partner for MathPower
· Senior Partners for Justice
· Assisted Volunteer Lawyer Project client recover custody of her children
Honors and Awards
· AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.
Selected Publications
· Author, "Accountants' Restrictive Covenants: Making Them Enforceable in Massachusetts," Massachusetts Society of CPA's, 1999
· Author, "Post Pettingell: Resolving Dilemma of Duties to Clients vs. Duties to Partners," 84 Mass. I., Rev. 36, 1999
· Co-Author, "Considerations in Buying and Selling a Business in Massachusetts," National Business Institute, Inc. 1984
Selected Speaking Engagements
· "U.S. Estate Planning for Americans in Switzerland," presentation to the American Citizens Abroad, Geneva, Switzerland, May 10, 2012
· Speaker, "GRATs for Dummies," presented to Abrams Little-Gill Loberfeld, January 13, 2010
· Speaker, "Three Cures for the Anemic Estate Plan," presentation to Alumni of Harvard Medical School, June 5, 2008
· Speaker, "Planning Ideas for the New Business," Berkshire Estate Planning Council, Pittsfield, Massachusetts, October 30, 2007
· Organizer of Panel and Speaker on "Managing the Costs of International Commercial Dispute Resolution" at XVI Economic Forum, Krynica, Poland, September 8, 2006
Massachusetts Bar Association; Boston Bar Association; British American Business Council of New England (Co-Founder, 1986; President, 2005-2006).