Real Estate Asset Protection

"Tax Transactional Estate and Wealth Preservation Planning"

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Thomas O. Wells, P.A.

540 Biltmore Way

Coral Gables, Florida 33134

Off.: 305-***-****

Fax: 305-***-****

Cell: 305-***-****

Email: ***@*********.***

Resume

Thomas O. Wells, J.D., LL.M. in Taxation and CPA

His resume is set forth below and lists his primary legal practice areas, education, designations, articles, seminars and patent applications.Primary Practice AreasTransactionsAsset and Stock Acquisitions and DivestituresMergers and other Taxable and Tax-Free Reorganizations and RecapitalizationsMajority and Minority Shareholder Representation in TransactionsFederal and State TaxationCorporate Income Tax Planning for S and C CorporationsPartnership Income Tax Planning for General Partnerships, Limited Partnerships and Limited Liability CompaniesState Documentary Stamp and Surtax PlanningSecurities LawDomestic Private Placements under Regulation DPreparation of Proxy Statements and Information StatementsRepresentation of Clients in Sale/Hedge of Unregistered Stock (Rule 144, Rule 144A)Preparation of Registration Rights and Lock-Up Agreements, Warrants, Preferred Stock Designations and Subordinated DebtGeneral Corporate, Partnership and Limited Liability Company PlanningPreparation of Shareholder Agreements, Voting Trusts, Irrevocable Proxy Arrangements and Capitalization AgreementsPreparation of Limited Partnership Agreements and Operating AgreementsPreparation of Employment Agreements, Severance Agreements, Stock Option and Deferred Compensation Plans and Covenant Not-to-Compete and Nondisclosure AgreementsPlanning and preparation of Asset-Based Lending DocumentsPreparation of Software License Agreements, Equipment Lease Agreements, Brokerage and Vendor Agreements, Marketing Agreements and Supply ContractsEstate and Wealth Preservation PlanningPreparation of Wills, Trusts, Powers of Attorney, GRATs, GRUTs, QPRTsDomestic Wealth Preservation and Asset Protection Planning Using Family Limited Partnerships, Family Limited Liability Companies and Domestic and Offshore Asset Protection TrustsSales to Defective/Grantor Trusts or GRATs combined with SCINs and Private AnnuitiesPlanning and Implementation of Discount Leveraging to Transfer Wealth to Younger GenerationsEducationGraduate Tax Program at the University of Florida College of Law, LL.M. in Taxation, 1992 (graduated second in class)University of South Carolina School of Law, 1988The Citadel, B.S. in Business Administration, cum laude, 1985Bar Admissions, Professional Licenses, Certifications and MembershipsNamed Top Dealmaker in 2007 in Real Estate Retail/Entertainment by American Law Media s Daily Business ReviewNamed to List of Best Lawyers in America by Corporate Counsel for 2007 to 2008 for TaxationNamed to List of Florida Legal Elite by Florida Trends for 2003 to 2008 for TaxationNamed to List of Top Lawyers in South Florida for 2003 to 2008 by the South Florida Legal Guide for Corporate, Partnership, Income & Estate TaxationNamed to List of 2006, 2007 and 2008 Florida Super Lawyers in Business/Corporate by the Florida Super Lawyers Magazine1999 CPA of the Year in Business and Industry by Florida Institute of Certified Public Accountants designated by the FICPAUniversity of Miami School of Law, Graduate Estate Tax Program, Adjunct Professor, Partnerships and Other Pass-Through Entities, 1999AV rated attorney by Martindale Hubbell since 1998Board Certified Tax Law Lawyer by The Florida Bar since 1997Florida Institute of Certified Public Accountants, Member (since 1993); Member of Board of Governors (1995-1997); Southeast Regional Accounting Show Committee (1998-1999); FICPAGreater Miami Tax Institute, President (1998)South Carolina Bar since 1992The Florida Bar since 1988South Carolina Association of Certified Public Accountants since 1985Dade County Chapter of the FICPA: Member (1993-present); Director (1993-1998); Secretary (1995); President-Elect (1995-1996); President (1996)

Patents

Name

of Patent Application Patent

Application Serial No. Filing

Date

Electronic Legal Form Generator 60/162,286 10/28/99

System and Method for On-Line Attorney 60/162,277 10/28/99

Referral and Ranking Electronic Safe Deposit Box 60/174,053 12/30/99

Computerized Communication Platform for Electronic Documents 09/514,726 02/28/00

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