PRACTICE AREAS
Our firm strives to provide the highest level of legal services for individuals, families and businesses.
Business Law
Real Estate Law
Charitable Planning
Estate Planning
Probate
Trust Administration
Business Law
We have experience and expertise working with small and medium sized businesses, excited start-up entrepreneurs, and family owned and operated businesses that uniquely qualifies us to provide the legal support your business requires. We guide and encourage our clients to be proactive. Our goal is to prevent future litigation that can cripple businesses by working diligently to properly structure the business and protect the business’s interests and assets.
Our services include:
• Formation of corporations, partnerships, and limited liability companies (LLCs)
• Contract advice, drafting and negotiation
• Representing clients in both asset and stock purchase and sale agreements
• Representing clients involved in mergers, acquisitions and dissolutions of businesses
• Preparing and advising clients on buy-sell agreements between co-owners
• Formation of nonprofit corporations
• Advising business on day-to-day issues and regulatory issues
Real Estate Law
We understand real estate law, and are dedicated to ensuring that your real estate transactions are planned, executed and maintained in the most prudent and productive manner. Buying or selling commercial and residential property or entering into lease commitments are often cause for stress and confusion, and not just because large sums of money are involved. An experienced, dedicated attorney who will inform you of your responsibilities and rights – and your options – is key to insuring your transactions are legally sound and properly fulfilled.
Our services include:
• Assisting in the drafting and negotiating commercial and residential purchase and sale agreements
• Counseling through due diligence investigation and escrow phases of the purchase of real property
• Searching and reviewing title to real property
• Drafting, advising and negotiating commercial and residential leases
• Advising landlords and tenants on their respective rights and obligations
• Advising clients on zoning and land use rights
• Drafting deeds transferring title
• Advising clients on co-tenancy rights and obligations
• Filing and removing liens
Charitable Planning
While our clients may want to give to charities out of the goodness of their hearts, we recognize that these noble acts can also save our clients significant taxes. Our goal is to help our clients make their charitable gifts in the most tax efficient manner, whether this is accomplished by a direct gift to a charity, or the creation of charitable trusts such as Charitable Remainder Trusts or Charitable Lead Trusts, or by the establishment of private foundations or nonprofit corporations, such as an IRS 501(c)(3) nonprofits.
Estate Planning
Our approach to estate planning is simple: we take every possible step to ensure that your wishes are honored and your future is protected. Our clients have worked hard to build and protect their assets, and they deserve to know that their wishes and intentions will be honored at their time of death. We plan each estate with the intention of preserving our clients’ assets, avoiding unnecessary taxes, and providing a trouble-free transfer of our clients’ assets to their intended beneficiaries.
We offer our clients everything from simple wills to comprehensive estate plans that involve sophisticated trusts. Though we maintain our focus on creating thorough legal documents, we never lose site of the fact that estate planning is indeed personal: our abiding commitment is to do what is absolutely best for you and your family.
Our services include:
• Wills
• Nominations of Guardians
• Durable Powers of Attorneys for Asset Management
• Advance Health Care Directives
• HIPAA Authorizations
• Living Trusts
• Life Insurance Trusts
• Special Needs Trusts
• Grantor Retained Annuity Trusts
• Qualified Personal Residence Trusts
• Veterans Aid and Attendance Pension Benefit Trusts
Probate
Probate is the process used by courts to determine the validity of a will (testate), or if there is no will (intestate), to determine to whom the estate assets are to be distributed, and then to oversee the payment of creditors and the ultimate distribution of estate assets to the will beneficiaries or to the intestate heirs. It can be an extremely complicated process that creates stress and uncertainty for families, and often requires considerable time and money. Our job is to make the probate process as seamless and stress-free as possible for our clients.
Trust Administration
Trusts are an important tool we use to help our clients plan their estates, protect their assets and maintain their privacy. When a trustmaker dies, the successor trustee who is designated in the trust must administer the trust. Trust administration involves a private administration of the Trust by carrying out the terms of the trust. Every trust administration is unique, and the entire process can be complicated and confusing. We work with successor trustees to help them understand the trusts they are administering and to guide them through the complex trust administration process.