Legal Services
Business Formation & Structuring
We establish and document business entities with governing agreements tailored to ownership, management, and liability protection. Includes entity formation, operating agreements, shareholder agreements, and foundational contract documentation.
Estate Planning Implementation
Preparation and execution of wills, trusts, and related documents, along with trust funding and asset alignment to ensure the plan functions as intended.
Family Business & Succession Structuring
Legal documentation to support ownership transitions, generational transfers, and continuity planning for closely held businesses.
Includes buy-sell agreements, ownership restructuring, and transfer documentation.
Nonprofit Formation & Governance
Formation and legal compliance documentation for nonprofit organizations, including governing documents and operational policies.
Charitable structure implementation may be coordinated with a client’s financial and outside tax advisors.
Outside General Counsel
Ongoing legal support for businesses without in-house counsel, including contract review, governance guidance, and documentation for operational and transactional matters.
Tax-Related Legal Structuring
Implementation of legal structures aligned with a client’s tax strategy, as coordinated with their CPA or outside advisor.
Includes entity classification elections, ownership structuring, allocation provisions, and supporting documentation.