OUR AREAS OF PRACTICE.
We are continually adapting new areas of practice as the law, legal landscape and economic conditions continue to evolve. While our firm was formed to focus on estate planning and estate administration, we quickly responded to our clients' needs to handle business planning, transactions, and litigation matters because our clients wanted to continue working with us relating to other aspects of their lives and businesses. In many firms clients are passed on to other practice groups or referred to other law firms to handle issues outside of the trust and estate area. Our clients wanted to "keep it in the family" where they had developed a sense of trust, so we expanded and now are proud to provide a wide array of related services for our clients.
AREAS
- Business Planning
- Charitable Giving
- Employment Law
- Estate & Trust Litigation
- Estate Administration
- Estate Planning
- Guardianships & Conservatorships
- International Law - Estate Planning and Business Issues
- Organization & Operation of Closely Held Businesses
- Organization & Operation of Support Funds, Supporting Organizations & Nonprofit Organizations
- Owner, Operator, Shareholder Dispute Resolution & Litigation
- Real Estate
Organization & Operation of Closely Held Businesses
Our firm works with individuals and organizations to determine the best way to structure and capitalize a business, whether it be through a corporation, partnership, limited liability company, or some other form of venture. We put shareholder agreements in place, enforce their terms, and handle the transfer of their interests.
We provide ongoing representation of these organizations with regard to internal governance, as well as compliance with governmental filing requirements. We represent individuals and organizations by providing assistance in business sales and acquisition transactions, and we work with third party financial advisors to locate the highest and best value for our clients' businesses, whether it be a private sale, sale to an equity investor, or sale on the public market.