Experience

Maury D. Golbert is a partner and works with family/closely held businesses of all types – advising on techniques to preserve and enhance business and personal net worth. He offers particular expertise for commercial and residential real estate clients. He has developed close relationships with leading real estate owners, operators, developers, and investors and devises creative ideas and effective solutions to key issues in real estate transactions. Maury has extensive experience in structuring various types of like-kind exchanges and other innovative transaction techniques.

For real estate businesses, his skills and expertise extend to the following areas:

• Planning refinancing
• Structuring and framing joint venture arrangements, including property development
• Developing creative workout strategies, including debt restructuring
• Advising on foreclosures and deed-in-lieu of foreclosure
• Identifying and taking advantage of rehabilitation tax credits
• Tailoring different types of like-kind exchanges
• Formulating efficient lease arrangements

For family/closely held businesses of every type, Maury advises on:

• Structuring and negotiating acquisitions, dispositions, mergers, joint ventures, and many other transactions
• Planning and consulting on corporate and personal financial matters to preserve and increase net worth
• Preparing a succession plan, including developing stockholder agreements, buy-sell agreements, and voting trusts
• Arranging shareholder/buyout and operating agreements

Prior to joining Citrin Cooperman, Maury was a tax partner and co-leader of the Real Estate Practice Group at Berdon LLP, which joined Citrin Cooperman in 2023.