Gary M. Edelson

Partner

Office
Philadelphia
Phone
215-772-7264
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Gary M. Edelson

Overview

Gary M. Edelson is a partner in Montgomery McCracken’s business department. Gary advises businesses, investment vehicles and individuals on the tax issues that shape their transactions, estates and disputes. His practice covers income tax, taxation of pass-through entities (including investments by tax-exempt entities), estate and gift tax, mergers and acquisitions, and qualified plans.

Gary has represented S corporations, limited liability companies, partnerships (including private investment vehicles), registered investment companies, and grantor trusts across industries such as real estate, health care, manufacturing, investment management, and computer software.

In Depth

Gary M. Edelson concentrates his practice on issues related to income tax, taxation of pass-through entities, estate and gift tax, mergers and acquisitions, taxation of qualified plans and tax-exempt entities that invest in pass-through entities. In connection with these matters, Gary has represented "S" corporations, limited liability companies and partnerships (including private investment vehicles), registered investment companies and grantor trusts.

Gary represents clients in the real estate, health care, manufacturing, investment management and computer software industries. He represents large publicly held companies in dispositions and acquisitions of large real estate holdings by pass-through entities using like-kind exchanges, as well as large privately held pass-through entities in the sale of partnership interests to large pension funds. He was counsel to senior management personnel in sales of large blocks of low basis publicly traded stock using charitable remainder unitrusts.

Gary is frequently consulted by litigation lawyers regarding the tax aspects of litigation and is called up to be a tax expert in malpractice cases where an attorney failed to properly advise a client on the tax aspects of a transaction or course of conduct.

Gary received an LL.M. in Taxation, summa cum laude, from Temple University School of Law in Philadelphia, Pennsylvania and received his J.D. degree, summa cum laude, from Capitol University Law School in Columbus, Ohio, where he was notes editor for the Law Review. A summa cum laude graduate of the Ohio State University, Gary earned a B.S. in Business Administration. He also received a Griffen Foundation Scholarship and the Phi Alpha Kappa Award for the highest grade-point average in corporate finance.

How Gary Helps

  • Taxation of pass-through entities
  • Tax planning for mergers and acquisitions
  • Like-kind exchanges for real estate holdings
  • Estate and gift tax planning
  • Qualified plans and tax-exempt investors
  • Tax consulting and expert testimony in litigation

The Record

Credentials

  • New York
  • Pennsylvania

Insights

Shared Thinking

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Talk With Gary

Philadelphia 215-772-7264 gedelson@mmwr.com