Chances are, you have a reason to talk with us.
Our firm’s two main practice areas—trusts and estates and closely-held business law—give us a unique perspective from which to advise our clients about a wide variety of legal and tax issues affecting them.
Trust and Estate Planning and Administration
ESTATE AND TAX PLANNING; TRUST AND ESTATE STRUCTURE PLANNING, DESIGN, AND DRAFTING; REPRESENTATION OF EXECUTORS, PERSONAL REPRESENTATIVES, TRUSTEES, AND BENEFICIARIES
Our trusts and estates practice approach uses the latest tools and legal research, together with personalized service, to provide you with an estate plan that's designed for your family, your wishes, your stage of life, and your level of wealth.
We can design and implement a wide variety of estate plans, which include wills, trusts, family partnerships, or other documents and structures. The synergies between our trusts and estates practice and our closely-held business practice make us particularly well suited to planning which involves closely-held businesses, or which employs partnerships, LLCs, and other legal entities.
We can also serve as legal counsel to trusts and other estate planning vehicles on an ongoing basis, to ensure your compliance with both tax and non-tax aspects of your family's wealth strategy.
We will help you find best way to protect your family’s assets from predators and creditors, which may be of particular interest if you are in a profession or business where lawsuits are frequent.
Every family and every family situation is different. The most important part of our job is to learn what is unique about our clients. We don't just draft documents, but understand your situation and counsel you on the best way to organize your affairs. And it's never too early to get started. If you are married, own a business, practice a profession, receive an inheritance, or have a child, you need an estate plan.
Learn more about the estate planning process from the American College of Trust and Estate Counsel.
LLC, Partnership, and Investment Fund Advice
LIMITED LIABILITY COMPANY (LLC) AND PARTNERSHIP FORMATION, DESIGN, AND GOVERNANCE; PARTNERSHIP AND S CORPORATION INCOME TAX ADVICE; PRIVATE EQUITY, VENTURE CAPITAL, and HEDGE FUND INVESTMENT COUNSEL
Starting a new company or preparing it to accept an equity investment, a loan, or a buyout is a pivotal moment in your life calling for careful counselling. Likewise, investing your money in an exciting new closely-held company, fund, real estate venture, or other project is a tricky decision which calls for specialized legal and tax advice.
We have extensive experience in forming, designing, and negotiating deals regarding limited liability companies (LLCs) and partnerships, including investment funds.
The tax laws surrounding entities taxed as partnerships (which often include LLCs as well as state-law partnerships) are notoriously complex. Our familiarity with them and with Subchapter S corporations make us effective tax advisors for your closely-held business interests.
Our experience also reaches to the world of venture capital, private equity, and hedge funds. We can advise you about the legal aspects of an investment in one of these funds; about structuring your company and your personal interests to prepare for a sale to, or investment by, such funds; and about the setup and ongoing management of small investment funds.
Our firm’s unusual dual focus gives us insight into how closely-held business interests interact with your estate plan, which we can employ to develop a boutique plan for you which integrates all of these elements.
