Wes’s diverse practice also includes representing banks and trust companies in a wide variety of commercial transactions. In the area of investment management, Wes’s experience includes providing advice to open- and closed-end investment companies in connection with entity formation and dissolution, capital raising transactions (including rights offerings), credit facilities, fiduciary duty issues, fund reorganizations and acquisitions, defensive planning, proxy contests, and shareholder meetings. He also works extensively with exchange traded funds, business development companies, and private investment funds, and has written a number of articles that have appeared in The Investment Lawyer.
In the structured finance area, Wes is deeply experienced in providing advice on the organization, structuring, and operation of grantor trusts, owner trusts, master trusts, series trusts, titling trusts, and liquidating trusts in connection with their use in marketplace lending and other asset-backed transactions (including credit cards, residential and commercial mortgages, auto loans and leases, student loans, solar loans, insurance policies, mortgage servicing rights, litigation settlements, and intellectual property), tender option bonds, covered bonds, hybrid capital securities, equipment leases, and collateralized debt and loan obligations.
Wes also counsels banks and trust companies in connection with their trust and agency services in a wide variety of domestic and cross-border commercial transactions, including representing banks and trust companies as custodians, verification agents, master servicers, depositaries, exchange agents, administrative agents, and collateral agents, and as owner, indenture, and liquidating trustees.
Wes also provides advice in the establishment of investment funds that hold digital currencies such as Bitcoin, Bitcoin Cash, Ethereum, Litecoin, and similar digital currencies.
Wes serves on the Delaware State Bar Association’s Statutory Trust Committee, which is responsible for drafting amendments to the Delaware Statutory Trust Act. He was an adjunct professor at George Mason University School of Law.
