PRACTICES.
"Trusts & Estates and Business Law are the primary areas of focus of my law firm.” I carefully guide families through estate planning (preparation of wills, trusts, and disability directives), trust administration, and trust dispute resolution. As a business law attorney, I lead entrepreneurs and business owners through various issues affecting the new or established business. The two practice areas converge such as in my succession planning of a closely-held family business. For non-profit corporations and charities, I obtain and maintain 501(c) tax-exempt status as well as serve as a trusted advisor to many social entrepreneurs who make "doing-good" for their local or global community part of the core mission of their for-profit business."
Business & Corporate Law
We provide comprehensive business & corporate law services for entities of all sizes and stages, from start-ups to estabished small to mid-size companies. Our services include:
- Business Formation
- Shareholder/Operating Agreements
- Buy-sell Agreements
- Business Succession
- Trademarks
- Corporate maintenance
- Contract review and negotiation
- Business dispute resolution
Trusts & Estates Law
We provide comprehensive estate planning and trust administration services for families and individuals. Our trusts and estates services include:
- Estate Planning (wills, trusts, powers of attorney, health care directives)
- Wealth and Asset Protection
- Gift Planning
- Charitable Giving Strategies
- Trust Disputes
- Trust Administration and Probate
- Special Needs Trusts
Social Entrepreneurship /
Non-profit Law.
With the rise of entities with strong social missions, we have expanded our practice to focus on such for-profit and non-profit companies. Our Social Entrepreneurship and Non-profit Practice includes:
- Counsel to for-profit companies with social missions
- Federal and state tax-exempt status
- Incorporation as non-profit corporation
- Formation documents (bylaws, articles of incorporation)