Estate Planning, Estate Administration and Business Planning
We offer a practical and cost-sensitive approach to tax and legal problem solving. We bring a strong tax, accounting and financial background, and a broad business perspective, to all our areas of practice, which include the following:
Wills, trusts, and estate planning
Charitable foundations and trusts
Asset-based and other secured lending
Trademark registrations
Employee benefits and retirement planning
Advising closely-held businesses
Subchapter S business and tax planning
Limited liability companies (LLCs)
Business agreements
Mergers and acquisitions
Our clients include highly successful closely-held businesses and their owners, those who are forming businesses they hope will become highly successful, and individuals and families with estate and wealth preservation planning needs.