Dirk M. Simpson

Biography

Dirk M. Simpson advises business owners, executives, investors, professionals, and high-net-worth individuals and families in connection with estate planning, complex tax and administration issues relating to inter-generational wealth transfer, asset protection planning, charitable planning, and the structuring and transitioning of closely held businesses.

Client Experience

• Clients looking to develop customized estate plans that integrate their vision values with proactive estate and income tax planning

• Executors and trustees requiring experience and guidance to navigate challenging family dynamics 

• Executors and trustees administering estates and trusts involving closely-held businesses and those with significant real estate holdings 

• Business owners and entrepreneurs seeking to grow and protect their company and personal assets. This involves a focus on business exit planning, with shareholders and partners requiring independent individual counsel for resolving differences in situations involving conflicts of interest

Representative Experience

• Implemented personalized estate plans for hundreds of clients over the past 20 years.

• Represented C-suite executives and closely-held business owners with estate planning and asset protection involving the transfer of company equity to irrevocable trusts.

• Counseled non-resident aliens with U.S. based-assets as well as U.S.-resident taxpayers with foreign assets in estate planning matters. 
• Created several charitable structures, including the conversion of a private equestrian training facility into an IRS-approved private operating foundation providing equine therapy. 

• Counsel and board member of a 501(c)(3) medical research institute that is commercializing medical research through an innovative public-private corporate structure that facilitates commercialization by nonprofits.