Experience
First Republic Bank
We assist First Republic Bank with structuring, drafting and negotiating loan documents for its individual and business clients for business acquisition loans, real estate acquisition loans, short and long term real estate term loans, equity and accounts receivable secured personal and commercial lines of credit, real estate construction loans and loans for buy-outs and recapitalizations.
Silicon Valley Bank
We assist Silicon Valley Bank’s premium wine banking group with structuring, drafting and negotiating loan documents for its winery clients in connection with vineyard and winery acquisition and development loans, short and long term real estate term loans, inventory and accounts receivable secured working capital lines of credit, winery construction loans and loans for buy-outs and recapitalizations.
Wells Fargo Bank
Serve as counsel for eighteen Wells Fargo current and former employees ranging from senior executives to a member of the Wells Fargo litigation department to private financial advisers in internal (Audit Committee) and multiple federal government (DOJ, SEC, OCC, and state attorneys general) investigations and civil suits regarding allegations of improper retail and wealth management sales practices and improper consumer lending practices.
Beneficial State Foundation
Advisor to founders of Foundation created as a bank holding company to advance triple bottom line banking. We advise on all matters related to business and governance structure, tax, employment, corporate, real estate, regulatory and other matters.
United Commercial Bank
Defended a former officer of failed bank in defense of securities class action, bankruptcy trustee action, FDIC enforcement and administrative actions and related government investigations.
Actus LLC v. Bank of America Corp, et al
We defended Sonic Solutions in litigation filed in the Eastern District of Texas by Actus LLC, a patent holding company, that asserted infringement claims on four patents relating to an electronic payments system directed at companies offering prepaid gift cards and online payment options for customers. We were able to obtain an early favorable settlement for Sonic to avoid further costly legal proceedings.
Wells Fargo Bank as Investment Trustee of the Buck Trust
Represented Wells Fargo Bank as Investment Trustee of the Buck Trust, a $1 billion trust, on all legal matters including tax and regulatory compliance.
Gump v Wells Fargo Bank (San Francisco Superior Court)
Defended Wells Fargo Bank in a four month trial against multi-million dollar claims for breach of trust and breach of fiduciary duty. The trial involved a challenge to the bank's role as trustee for the Gump trust, whose primary assets were the Gump's department store in San Francisco, in addition to various real estate holdings and other assets. (San Francisco Superior Court)
