Estate and Trust Planning

Creating an estate plan is an important process at any stage of life. However, starting early provides you more time to rationally decide on all of the options you may want to consider without the time pressures of an emergency or the progression of an illness. An estate plan should be reviewed on a regular basis and will often need be revised as your life changes, such as by marriage, the birth of children, receiving an inheritance, building a successful business, or retirement.

The following is a list of our estate planning services:

• Will and Trust Preparation
• Estate Administration
• Business Succession Planning
• Asset Protection
• Charitable and Philanthropic Planning 
• Coordinating your Investment Plan with your Estate Planning Goals 
• Elder Care Matters 

Business Law

If you are starting a new business, we can help you select the most efficient form of business entity for tax purposes, to limit personal liability, and to maximize your business strategy. In addition, we will work with you in drafting the operational documents that are crucial in establishing the ownership, operational, and management structure of your business.  We can also act as your corporate counsel and help you draft, review, and negotiate contracts with your customers, clients, and vendors.

The following is a list of our business services: 

• Forming and Organizing New Business Entities  
• Drafting Shareholder, Partnership, and LLC Operational Documents
• Contract Negotiation, Drafting, and Review  
• Corporate Dissolution