Practices.

Trusts & Estates and Business Law are the primary areas of focus of my law firm. I carefully guide families through estate planning (preparation of wills, trusts, and disability directives), trust administration, and trust dispute resolution. As a business law attorney, I lead entrepreneurs and business owners through various issues affecting the new or established business. The two practice areas converge such as in my succession planning of a closely-held family business. For non-profit corporations and charities, I obtain and maintain 501(c) tax-exempt status as well as serve as a trusted advisor to many social entrepreneurs who make “doing-good” for their local or global community part of the core mission of their for-profit business.

Business & Corporate Law

We provide comprehensive business & corporate law services for entities of all sizes and stages, from start-ups to estabished small to mid-size companies. Our services include:

  • Business Formation

  • Shareholder/Operating Agreements

  • Buy-sell Agreements

  • Business Succession

  • Trademarks

  • Corporate maintenance

  • Contract review and negotiation

  • Business dispute resolution

Trusts & Estate Law

We provide comprehensive estate planning and trust administration services for families and individuals. Our trusts and estates services include:

  • Estate Planning (wills, trusts, powers of attorney, health care directives)

  • Wealth and Asset Protection

  • Gift Planning

  • Charitable Giving Strategies

  • Trust Disputes

  • Trust Administration and Probate

  • Special Needs Trusts

Social Entrepreneurship Non-Profit Law

With the rise of entities with strong social missions, we have expanded our practice to focus on such for-profit and non-profit companies. Our Social Entrepreneurship and Non-profit Practice includes:

  • Counsel to for-profit companies with social missions

  • Federal and state tax-exempt status

  • Incorporation as non-profit corporation

  • Formation documents (bylaws, articles of incorporation)