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Practice Areas- Estate Planning
- Our firm handles a variety of estate planning matters, including
planning for the distribution of an individual's property at his or her
death and taking into account wills, taxes, insurance, property, and
trusts so as to gain the maximum benefit of all laws, while, at the
same time, carrying out the person's wishes.
- Business and Commercial Law
- We provide a wide variety of services to our business clients from
assisting in selecting the type of organizational entity under which to
operate, preparation of agreements, sale and purchase of businesses,
obtaining financing and funding for business operations, and employee
relations, to dissolution.
- Mergers and Acquisitions
- Corporate growth must be handled in conjunction with state and
federal law. When the entity built by your hard work is expanding or
being acquired, you need to protect your future while obtaining the
right deal. We have years of experience in mergers and acquisitions
with companies of varying size. In addition to achieving the best
transaction, we stress preventative lawyering, so you need not worry
about problems down the road.
- Financing
- We have served as counsel in numerous securities offerings, including
registered public offerings ranging in size for $2,000,000 to
$25,000,000. We have also served as counsel with respect to numerous
private financings, venture capital investments, and private placements
of securities. We provide advice on general securities law compliance,
investment advisory and mutual fund matters, and franchise regulation.
- Trusts
- In order to establish a secure and regular income for loved ones left
behind, many clients seek advice on Trust establishment and
administration. By maintaining your assets in a Trust, you can minimize
taxes and leave a larger inheritance. The use of a Trust is also a way
to provide a steady income to the Beneficiary over the course of time,
rather than distribution in a lump sum. This strategy can reduce the
Beneficiary's tax and allow the Trust to grow through investment.
Trusts can also be established that allow charitable organizations to
benefit.
- Wills
- A will is a person's declaration of how one wants their property
dispersed after death. Because there are complex regulations regarding
the validity of any will, it is important to hire an attorney with
knowledge and experience. It is also true that these regulations vary
from state to state. Be sure to hire an attorney who continually seeks
out changes in the rules to be sure your wishes can be honored after
your death.
- Probate and Estate Administration
- Probate is the legal process by which a person's debts are paid and
assets are distributed upon her or his death. Estate Administration
includes the probate process as well as non-probate transfers of the
deceased's assets. Individual state laws direct the probate court how
to distribute the deceased's estate. State laws and procedures vary
greatly, so, it is important to consult a firm with expertise in this
area of the law to ensure that the deceased's assets are distributed
correctly.
- Business Organizations
- The form of a business affects every aspect of its operation. Very
often, closely held businesses are instrumental in estate plans. Our
firm assists clients in formation and business planning in deciding
whether they want to operate as a closely held business, limited
liability company, partnership, or corporation. We advise clients about
directors' and officers' liability, dissolution, franchising,
reorganization, trade association membership and activity, joint
ventures, mergers, acquisitions, divestitures, business successions,
and shareholders' rights.
- Elder Law
- As the population grows older and lives longer, new legal challenges
arise. Issues such as financial planning and long term care
arrangements can prove to be daunting. Our attorneys are skilled at
reviewing every client's goals and assets to determine the best choices
for each individual.
- Taxation
- Our firm represents individuals and commercial clients in matters
with tax implications, identifying and addressing state and federal tax
issues, structuring transactions in such a way as to minimize taxes and
avoid inherent tax problems.
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