Represented business clients in advising on both stock purchase agreements and asset purchase agreements for acquiring companies from across the USA, including tax aspects

Ryan M. Holmes
Ryan Holmes Clark HillChicago
Grand Rapids

Ryan M. Holmes
Member
Ryan M. Holmes focuses his practice on estate and trust planning and administration, estate planning for digital assets, special needs planning and administration, income, gift, generational and estate tax planning, probate and guardianship administration, and probate, trust and guardianship litigation. He also maintains an active corporate and real estate practice, both residential and commercial.
Presentations and Publications
- “Estate Planning For Non-Traditional Families” - DuPage County Estate Planning council (April 12, 2017)
- “CBA Trust Law Committee Program on Non-Traditional Clients” Co-Presenter (April 10, 2017)
- Presented “Planning for Non-Traditional Families” at the Michigan Association of CPAs West Michigan Tax Symposium on November 9th at the L.V. Eberhard Center on the campus of Grand Valley State University in Grand Rapids
- Presented “Planning for Non-Traditional Families” at the Michigan Association of CPAs Small Firm Practitioners Conference on Friday August 19, 2016 in Battle Creek, Michigan
- Multiple presentations to cpa firms for cpe credit on “Fiduciary Income Tax Return Preparation. Tips and Tricks. (2015-2016)
- Co-Presenter at “Exit Strategy: Positioning Your Firm, Your Estate, and Your Investment for Success” CoHosted by Clark Hill PLC and The Northern Trust Company (June 5, 2015)
- Co-Author of “Succession Planning – The Importance of Succession Planning for Closely Held Business Owners” Published in the 2015 Illinois Banker’s Resource Guide (2015)
- In 2015, Ryan and MacKenzie A. Hyde of Clark Hill PLC updated the chapter entitled “Roth Individual Retirement Accounts” in 2015 Update to the book Retirement Benefits Issues in Estate Planning published by the Illinois Institute for Continuing Legal Education (IICLE)
- Co-Presenter on “Income Tax in Elder Law” at the 2014 IICLE Elder Law Short Course (IICLE 2014)
- Multiple “lunch and learn” presentations to financial advisors, accountants, and other wealth management professionals on estate planning, business succession, and income, gift, generational, and estate tax planning (with an added emphasis on capital gains tax planning in light of the American Taxpayer Relief Act of 2012)
- “Tax Issues When Settling Employment Claims - Are Your Settlement Agreements in Compliance?” - DuPage County Employment/Tax Committee Meeting (January 2012)
- “Estate Planning for Beneficiaries with Special Needs” (2009)
Represented client in three-way commercial closing in excess of $7 million dollars
Represented multiple clients in “second home planning” for properties on Lake Michigan and inland lakes in Michigan, Indiana, and Illinois
Advised business client on the formation and implementation of an “Alternative Dispute Resolution” Rider to all commercial contracts
Represented client in drafting settlement agreement for a million-dollar liability to client including securing multiple security interests
Represented client in formation of a Family LLC to leverage discounts available to pass family wealth to second and more remote generations while minimizing estate and gift taxes
Represented clients (including regional banks) in clearing liens and title objections for properties in their loan portfolios added through foreclosures and deed-in-lieu type transactions
Represented executor in negotiation and approval of a multi-million dollar wrongful-death settlement, including a partial sealing of the court file in order to secure settlement confidentiality requirement
Represented business client in negotiating contracts with vendors, third-party administrators, and clients throughout the United States
Represented client in forming a tax and succession plan for a multi-million dollar estate, including a beachfront vacation home on Lake Michigan
Represented clients in defense and settlement of tax controversies
Represented high net worth clients in the negotiation and implementation of pre-nuptial agreements