Your clients are concerned about planning their estates and protecting them from taxes. Business owners need nimble legal advisors who understand taxation. We can help.
Working with Attorneys
We stay abreast of changing laws and regulations pertaining to your clients' best financial interests. When business owners begin thinking about the legacy that their business leaves heirs and employees we're ready to advise.
Working with Financial Planners & Advisors
Your periodic reviews with clients often yield questions concerning asset planning and protection strategies and estate planning. We have the experience to offer practical solutions.
We assist business owners and directors in managing risks and responsibilities as they grow, diversify and sell their companies.
Closely-Held Business and Tax Planning. We assist clients in choosing and creating appropriate business entities and income tax classifications to meet owner objectives.
Mergers and Acquisitions. We represent both buyers and sellers in acquisitions, divestitures and joint ventures.
Corporate Governance. We provide clients with advice that anticipates potential and pending regulation and legislation, advise on best practices.
Estate Planning and Administration
We offer counsel in both sophisticated and basic estate planning, and also provide guidance to Executors and Trustees.
Estate Planning. This practice area drafts wills, trusts, financial and health care powers of attorney, and living wills, as well as providing legal services for other estate planning matters.
Estate Administration. We represen individuals and institutions serving as fiduciaries, including Executors and Trustees. Services include assisting and advising clients regarding state probate and fiduciary laws applicable to the administration of estates.
