Our Practice Areas

Real Estate

A real estate investment in Wellington ranges from a $200,000 condominium to a $20,000,000 farm. The legal and tax implications of buying and selling real estate in Wellington can be considerable. We understand issues that affect both our U.S. and foreign clients. We handle all matters of real estate, including the following:

  • Agricultural Exemption Applications and Appeals
  • Purchase and Sales of Commercial, Residential, and Agricultural Properties
  • Title Insurance
  • Contract Disputes
  • Construction Contracts
  • Landlord — Tenant Issues
  • Residential and Equestrian Leases
  • Purchase and Sale Agreements
  • Mortgages
  • Value Adjustment Board Appeals
  • Real Estate Investment Analysis
  • Like-Kind Exchanges
  • Income Tax Planning for Real Estate
  • Real Estate Rental
  • Insurance Matters
  • Village of Wellington Permit Issues
A round table with four chairs around it

Agricultural Tax Exemptions

Wedge Associates LLC is recognized as the foremost expert in Palm Beach County in securing the Agricultural Exemption for equestrian properties. We have successfully secured the Agricultural Exemption for over 500 properties since 2010. Our practice includes the following:

  • Consulting with and advising clients on how to qualify for the exemption and maximize its benefits.
  • Filing for the Exemption with all the proper forms and supporting information.
  • Working with the Palm Beach County Tax Collector to ensure the application will be approved.
  • Filing all related information required for the exemption.
  • Appealing any application denials to the Value Adjustment Board.
  • Monitoring the property taxes of clients on a regular basis.

Estate Planning

Wedge Associates LLC has over 35 years of experience helping high-net-worth individuals with the legal, financial, and tax issues involved with Estate Planning. Our practice includes the following areas:

  • Wills
  • Trusts
  • Powers of Attorney
  • Health Care Proxies
  • Living Wills
  • Business Succession Planning
  • Asset Protection and Wealth Preservation
  • Real Estate Trusts
  • Living Trusts
  • Revocable and Irrevocable Trusts
  • Special Need and Spendthrift Trusts

Equine Law

Substantially all of our clients are equestrians or connected to Wellington's equestrian community. Our clients include equestrians from all the various disciplines - Show Jumping, Hunters-Jumpers, Dressage, and Polo. Whether you are just passionate about horses or are competing on the international stage, we are the one-stop resource for your personal and business legal needs. Our representation includes the following areas:

  • Purchases and Sales of Horses
  • Equestrian Leases - Farms, Barns, Stalls, and Horses
  • Like-Kind Exchanges
  • Agricultural Tax Exemptions and Appeals
  • Purchase and Sale Contracts
  • Boarding Agreements
  • Commission Agreements
  • Contract Disputes
  • Employment Matters
  • Visa Matters
  • Equine Insurance
  • Equine Quarantine
  • Liability Releases
  • Development and Construction of Equestrian Facilities
  • Equestrian Businesses
  • Equestrian Tax Issues

Income Tax Matters

Wedge Associates LLC has over 35 years of experience in federal, state, and local income tax matters. Attorney Wedge has an L.L.M, Master's of Taxation from Boston University Law School. He started his career at Price Waterhouse Coopers and was the Corporate and Tax Counsel for Boston Properties, Inc. for 20 years. We have considerable experience in all tax matters affecting equestrians including the following:

  • Federal, State, and Local Income Tax Matters
  • Tax Return Preparation for High-net-worth Individuals
  • Audit Representation Before the Internal Revenue Service
  • Like-Kind Exchanges of Real Estate and Horses
  • Income Tax Planning
  • Tax Consulting on All Business Matters
  • Property Tax Matters
  • Agricultural Exemptions
  • Homestead Exemptions
  • Estate and Trust Tax Matters
  • Employment Tax Matters
  • Tangible Personal Property Tax
  • International Tax Issues
  • U.S. Taxation of Foreign Nationals
  • Corporate Tax
  • Partnership Tax
  • LLC Taxation
  • Sales and Use Taxes

Business Law

Wedge Associates LLC understands the legal, tax and financial needs of small businesses which serve the equestrian community. Attorney Wedge was a Senior Vice President and Corporate Counsel for Boston Properties, Inc. (NYSE; BXP), an $8B publicly traded company, for 20 years when he was responsible for all legal and tax matters of the business.

  • Formation of Business Entities including Limited Liability Companies, Partnerships and Corporations
  • Articles of Organization
  • Operating Agreements
  • Consulting Agreements
  • Construction Agreements
  • Guarantees and Indemnities
  • Joint Ventures
  • Letters of Intent
  • Non-Compete Agreements
  • Structuring Business Entities for Tax and Legal Purposes
  • Legal and Tax Implications of Business Operations
  • Tax and Related Filings
  • Equestrian Businesses
  • Compliance and Regulatory Issues
  • Negotiation of Contracts
  • Purchase and Sale of Businesses
  • Employee Compensation and Benefits
  • Commercial Leases
  • Business Succession Planning
  • Insurance Matters