Jeffrey J. Whitehead is an Attorney Of Counsel in Miller Mayer’s Trust and Estates and Business Services groups.

Mr. Whitehead advises clients in all aspects of estate planning with an emphasis on drafting wills and trusts tailored to individual clients’ needs, including protecting and providing for family members, carrying out charitable intentions, and minimizing tax obligations. His experience in estate planning involves small personal estates to complex plans involving large business succession. Mr. Whitehead also represents executors and trustees in connection with estate administration matters including Surrogate’s Court proceedings, tax filings, and post-mortem planning. He also acts as a trustee for Nevada self-settled trusts and as an attorney paymaster for appropriate qualified clients.

Mr. Whitehead advises business clients, including real estate developers, contractors, subcontractors, banks, financial institutions, restaurants, entertainers, and e-commerce businesses, in all aspects of business operations, including employment matters. His business experience also includes advising clients in areas including healthcare, entertainment, real estate development, and medical marijuana dispensers and cultivators.

In the field of healthcare, Mr. Whitehead advises clients on matters of fraud and abuse, Stark law compliance, management service organizations, Fair Hearings, privilege negotiations, practice development, provider networks, PPOs, IPAs, ACOs and insurance networks. His clients in this area include professionals such as healthcare providers, physicians, nurses, hospitals, DME providers and other physician extenders.

Mr. Whitehead has practiced in the New York, Arizona, and Colorado for more than 30 years.

Mr. Whitehead has lectured at Cornell University in the Baker School of Real Estate and in the Sloan Management program since 2014, and is an adjunct professor of Cornell Law teaching classes in Health Law and FDA regulations.

Mr. Whitehead is a member of the New York, Nevada and Arizona bars, the Federal courts in Nevada and New York, and the United States Court of Appeals for the Ninth Circuit. He received a BA from Brigham Young University and a JD from Brigham Young University Law School.

AREAS OF FOCUS

Business Services

Commercial Real Estate Financing
Equipment Financing
SBA Financing
Buyout and Withdrawal Agreements
Mediation
LLC Operating Agreements
Shareholder Agreements
Privacy Policy
Software Development
Terms and Conditions of Use
Limited Liability Companies
Corporations
Partnerships

Venture Capital

Employment Agreements
Employee Handbooks
Incentive Compensation
Restrictive Covenants – Non-competition, Non-solicitation, Nondisclosure Agreements
Workers Compensation
Craft Breweries
Federal Permit
Labor and Employment
Off-Premises
On-Premises
Violations
Tax Exempt Applications
Corporate Governance

Succession Planning

Convertible Debt
Corporate Governance
Debt Financing
Equity Financing-Venture Capital
Incentive Compensation
LLC Operating Agreements
Preferred Stock Offerings
Shareholder Agreements
Stock Option Plans

Trusts and Estates

More than simply drafting wills, successful estate planning is built on strong, long-term relationships. A comprehensive plan takes a broad look at all of your assets and how you prefer to distribute them. We work with individuals and couples, developing plans tailored to your particular assets and needs. From simple estates to complex financial tax and family considerations, we work with clients at all levels.
Estate Planning services include solutions for:

Non-citizens
Spouses in second marriages
Same-sex couples
Non-traditional families

We advise on various types of trusts, both revocable and irrevocable, including:

Credit shelters
QTIP and QDOT trusts
Charitable trusts
Supplemental needs or special needs trusts
Crummey trusts
Qualified personal residence trusts (QPRTs)
Irrevocable life insurance trusts
Generation skipping trusts

We also provide guidance on retirement benefits, including:

The tax consequences of distributions
Determining payout periods
Specialized beneficiary designations
Trusts to manage retirement distributions
Tax benefits and consequences of naming tax-exempt organizations as beneficiaries

We understand how painful the death of a loved one can be. With that in mind, our role is to work with executors and beneficiaries to navigate the process of estate administration with grace and efficiency and meet probate requirements and deadlines. We assist our clients in making informed decisions during this difficult time.

We represent individual and corporate executors, administrators, and trustees, and counsel them on their responsibilities in estate administration. In the rare event of a contested will or disputed accounting, we can assist clients with Surrogate’s Court litigation, including trials and appeals. When disputes arise, we assist clients to negotiate creative solutions, avoiding litigation when possible or resolving conflicts before family relationships are destroyed. Ultimately, our goal is your goal: to ensure your estate plan is carried out, assets are distributed to intended beneficiaries in accordance with the law, and the last wishes of a decedent are honored.

Although estate administration involves much more than just filing probate papers, our experienced legal assistants work promptly and cost-effectively through this process. Depending on the nature of the estate, there can be important decisions to make about estate taxes and disclaimers, or when and how to transfer assets. These decisions can result in substantial tax savings.