Stanton P. Geller is co-chair of the Audit and Tax Controversy practice group and practices in the areas of federal and state income, estate, and gift tax planning; corporate, partnership and business law; succession planning; estate planning; federal and state tax audit, appeal and controversy; and commercial real estate transactions. Stanton focuses on minimizing taxes, preserving wealth, and managing risk for his clients.

Stanton represents entrepreneurs, family-owned businesses, and successful individuals and companies, in developing and achieving comprehensive solutions to their complex tax and legal issues. Further, Stanton works with his clients to fully integrate their estate and succession planning with all ongoing business and investment dealings for one cohesive plan. Stanton has experience in representing clients with all aspects of business mergers and acquisitions, including tax planning, negotiating, and drafting transactional documents. Additionally, Stanton counsels businesses in matters related to on-going operations.

  • Counsel a wide variety of clients with both purchasing and selling businesses. Work with large private equity firms and investors in negotiating and implementing mergers and acquisitions. Provide advice to minimize taxes and risk exposure.
  • Represent clients before the IRS and North Carolina Department of Revenue on audit and appeals matters including, audits of conservation easements, complex income tax and partnership tax matters, sales and withholdings matters and penalty abatement.
  • Litigate complex income tax matters in the U.S. Tax Court.
  • Provide clients with advice on income, partnership and corporate tax issues related to their business ventures and individual activities. Draft sophisticated operating agreements, shareholder agreements, buy-sell agreements, employment and non-compete agreements and confidentiality agreements.
  • Consult with real estate investors and developers on complex tax and business matters, including minimizing taxes and preserving wealth. Plan and implement sophisticated Code Section 1031 “like-kind” exchanges and conservation easements.
  • Implement a wide range of advanced estate planning strategies. Plan and draft revocable “living” trusts, multi-generational irrevocable trusts, sales to grantor trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), family partnerships and LLCs, and irrevocable life insurance trusts (ILITs). Organize and counsel family offices.

Publications

Speaking Engagements

  • Speaker, “Panel on Captive Insurance,” at the 16th Annual NC/SC/GA Tax Section Workshops, May 26-28, 2017.
  • Speaker, “Using Gifts and Trusts for Wealth Transfers,” at the 5th Annual Estate Planning Update, April 30, 2013.
  • Speaker, “Handling IRS Civil Tax Cases: Audits, Administrative Appeals and Litigation,” at the Mecklenburg County Bar, April 26, 2013.

Affiliations

  • Mecklenburg County Bar, Chair of Tax Section, 2009-2010
  • Mecklenburg County Bar, Co-Chair of Tax Section, 2008-2009
  • Queens University of Charlotte, Planned Giving Advisory Council
  • Legal Services for Southern Piedmont, Will Clinic