FOCUSED IS BETTER.
As outside general counsel to corporations ranging from start-ups to large enterprises, we serve as advisors for corporate matters, including shareholder and board actions, stock sales, buy-sell and shareholder agreements, corporate governance, employment matters, succession planning, and contentious removals or forced buy-outs.
We work with executors and trustees to manage the legal requirements of probate and trust administrations, and assist those clients with careful inventory and collection of assets, creditor management, and ultimate distribution to beneficiaries.
We work closely with clients to develop a long-term plan to achieve the client’s wealth transfer goals. As part of our practice, we prepare wills, trusts, advance health care directives, powers of attorney, and other more sophisticated planning tools that fit each unique family dynamic, tax situation, and succession strategy.
We partner with organizations of all sizes to build a solid foundation of operational compliance allowing our nonprofit clients to focus on the good they do. Our nonprofit practice includes startup 501(c)(3) or other tax-exemption, as well as regulatory compliance matters with the IRS, Franchise Tax Board, or the Attorney General.
We provide a variety of services, including negotiating and drafting letters of intent, purchase and sale agreements, easements, leases, and financing documents for agricultural, commercial, and residential properties. We also offer more specialized counseling clients, including structuring development projects, advising 1031 tax-deferred exchanges, and analyzing property tax reassessment issues.
We provide contract review and drafting services for business and personal matters, including purchase and sale agreements, nondisclosure agreements, employment agreements, leases and other types of contracts.
We have first-hand business experience, which allows us to provide experienced solutions, that are both legally sound and pragmatic. We counsel clients regarding entity selection and formation, operation and management, financing and capital structure, and organizing subsidiaries and holding companies. We also assist with formation and governance, mergers, and sales.
We assist clients with property tax, estate tax, and other business tax considerations that are implicated by the estate and business transactions with which we help our clients. Working closely with accountants, bookkeepers, or other financial advisors, we provide tax research and opinions, and tax guidance for business and estate transactions.
We assist professionals to establish their operating entity for professional practice. Whether a professional medical corporation, nursing corporation, or other licensed professional, we can create the right entity for your professional practice.