Keith Phillis

Partner

DarrowEverett

Office Phone:

(401) 453-1200

Direct Phone:

(401) 453-1200


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Bio

Keith Phillis is a Partner and Chair in DarrowEverett’s Private Wealth Services, Energy and Natural Resources, and Tax Practice Groups. Keith represents a wide range of clients, from individuals to large public and private business entities. Keith’s private wealth planning representation includes advising individuals and businesses on estate planning, wealth and asset preservation planning, tax mitigation and business succession planning strategies. Keith routinely prepares estate planning, estate settlement, gifting, and asset preservation documentation, such as wills, revocable and irrevocable trusts (i.e. DAPTs, ILITs, IDGTs, SNTs, QPRTs, GRATs, CRUTs, SLATs, and D4A), powers of attorney, health care proxies, and living wills. Keith assists renewable energy project developers and owners at every stage of the project life cycle. He regularly negotiates leases, easement agreements, EPC Agreements, Power Purchase Agreements and Net Metering Agreements, Payment In Lieu of Tax Agreements, decommissioning bond security agreements, asset purchase agreements and membership interest purchase agreements, and debt and tax equity financing agreements. Keith’s tax experience includes extensive involvement with the structuring and sale of investment assets in a wide range of industries. He works with managers, accountants, and in-house counsel of companies to resolve a variety of tax-related issues, from business formation, to compensation and benefit plans, to acquisition and financing. In addition to tax planning and structuring transactions, Keith’s tax practice includes representation before the IRS and state tax authorities, Federal and State tax courts, and local tax authorities.

Education