Our Services
Our attorneys take the time to understand both the operational aspects of your matter and your personal vision for your future, creating customized solutions that address practical, financial, and emotional considerations. We help you communicate your plans effectively to family members, key employees, and other stakeholders, minimizing potential conflicts while maximizing the chances for continued success.
Estate Planning & Probates
Our estate planning services help you protect your assets and provide for your loved ones through carefully crafted wills, trusts, and advance directives. When the time comes to settle an estate, we extend that same thoughtful care to guide families through probate and estate administration with compassion and attention to detail, ensuring your wishes are honored and your legacy preserved.
Our Estate Planning Services Include:
Will and Trusts - Customized estate planning documents that reflect your unique circumstances and wishes
Powers of Attorney - Designating trusted individuals to make financial and healthcare decisions if you become unable to do so
Advance Healthcare Directives - Ensuring your medical wishes are respected
Special Needs Planning - Creating specialized trusts to provide for loved ones for disabilities
Estate Tax Planning - Strategies to minimize tax burdens on your estate
Family Cabin & Vacation Property Planning - Preserving cherished family properties for future generations
Our Probate & Estate Administration Services Include:
Probate Guidance - Navigating the court processes to settle estates efficiently
Estate Administration - Managing assets, paying debts, and distributing property
Trust Administration - Fulfilling fiduciary duties and managing trust assets
Business Formation & Governance
We provide comprehensive guidance for entrepreneurs and established businesses on entity selection, formation, and ongoing compliance requirements. Our attorneys help you navigate corporate governance, draft essential documents, and implement strategies that support your business goals while minimizing legal risks.
Our Business Services Include:
Entity Selection & Formation - Choosing and establishing the right business structure (LLC, PLLC, Corporation [C-Corp or S-Corp], and Partnerships)
Operating Agreements & Bylaws - Creating clear governance documents for your business
Contract Drafting & Review - Creating and analyzing agreements to protect your interests
Regulatory Compliance - Navigating local, state, and federal requirements such as HIPAA, GDPR, employment laws, licensing regulations, and industry-specific compliance standards to keep your business protected and properly positioned for growth.
Business Transactions - guiding purchases, sales, and reorganizations
Commercial Real Estate - Assisting with purchases, leases, and property management issues
Asset Protection & Wealth Preservation
Our strategic asset protection planning helps shield your hard-earned wealth from potential threats. We develop comprehensive strategies that safeguard personal and business assets while ensuring you maintain appropriate control and access.
Our Asset Protection Services Include:
Liability Risk Assessment - Identifying potential vulnerabilities in your current structure
Asset Protection Trusts - Creating specialized trusts to safeguard wealth
Business Entity Structuring - Separating business assets from personal liability
Insurance Review & Coordination - Ensuring proper coverage complements your legal strategies
Creditor Protection Planning - Implementing legitimate strategies to protect against potential claims
Professional Liability Protection - Specialized planning for doctors, lawyers, and other professionals
Real Estate Asset Protection - Structuring ownership of property investments for maximum protection
Succession Planning
Our succession planning services provide a clear roadmap for the future of your business or estate, ensuring seamless transitions while preserving the legacy you've worked so hard to build. We help you navigate the complex intersection of family dynamics, business operations, and legal requirements to create comprehensive plans that protect your vision for generations to come.
Our Succession Planning Services Include:
Business Continuity Planning - Establishing protocols to maintain operations during ownership transitions
Family Business Succession - Navigating the unique challenges of transferring leadership and ownership within families
Management Transition Strategies - Developing phased approaches to shift responsibilities while preserving institutional knowledge
Buy-Sell Agreements - Creating legally binding arrangements that outline ownership transfers under various scenarios
Key Person Planning - Protecting your business from disruption due to the loss of essential team members
Valuation Coordination - Working with financial experts to establish fair business valuations for transition planning
Legacy Vision Implementation - Ensuring your values and goals continue to guide the business after leadership changes
Retirement Income Planning - Structuring transition to provide financial security while minimizing tax implications
Integrated Estate Planning - Aligning your business succession with your broader estate planning goals.
Contact us
Interested in discussing your legal needs? Please fill out the form below, and we'll be in touch shortly. Our team looks forward to learning how we can help you secure your business future and family legacy.