Practice Areas

Estate Planning

Basic

  • Last Will and Testament

  • Revocable Living Trust

  • Surivor-Decendent (A-B) Provisions

Advanced

  • Irrevocable Life Insurance Trust

  • Qualified Personal Residence Trust
  • Generation-Skipping Tax
  • Family Limited Partnerships
  • Wealth Preservation
  • Grantor Retained Unitrust
  • Grantor Retained Annuity Trust
  • Charitable Giving
  • Charitable Remainder Unitrust

    • Charitable Annuity Trust

    • Charitable Annuity Unitrust

  • Pooled Income Fund

  • Private Sale

Real Estate Planning

  • Purchase & Sales
  • Options & Exchanges
  • Leasing
  • Development
  • Financial Entity Structure and Formation

Business Planning

  • Limited Liability Company

  • “C” vs. “S” Corporations

  • Buy-Sell Agreements

  • Key Employees

  • Bonus Agreements

  • Transition and Succession Planning

    • Children

    • Competitor Purchased

    • Third-Party Purchase

  • Corporate Reorganizations

  • Non-Qualified Deferred Compensation

    • Rabbit/Secular Trust

    • Tax-Sheltered Annuities

  • Qualified Retirement Plans

    • Individual Retirement

    • 401(k)

    • Profit Sharing Plan

    • Defined Benefit Plan

  • Stock Bonus Plan

  • Employee Stock Ownership Plan

  • Private Placement Memorandums and Reg. D Offering

Business Law

We help businesses form, build, grow and prosper and be passed on to either a chosen successor or an outside buyer.  We also work with individuals and groups seeking to purchase a business.  Our firm advises and represents companies and entrepreneurs with a broad range of business related services. 

    Business Startup Services

    Businesses which bring together a team to guide and pull them forward have the best chance of survival and success.  Our firm assists business owners in the formation of legally sound business entities and helps entrepreneurs devise business structures and strategies that help them achieve their goals.  We work with business owners to help them avoid problems, minimize taxes and solve problems when they arise.  Commonly we work with our clients on:

    • Business planning or purchase
    • C-corporation formation (in California or elsewhere)
    • S-corporation formation (in California or elsewhere)
    • Limited liability company (LLC) formation (in California or elsewhere)
    • Partnership formation (including LLP) (in California or elsewhere)
    • Stock purchases
    • Asset purchases
    • Joint ventures
    • Lease Negotiations
    • Sales and Distributor Contracts

      Buying and Selling Businesses

      Our firm can guide business owners in the multi-stage process of buying or selling a business including:

      • Advising on the structure of the transaction
      • Negotiation of terms and drafting of the deal memorandum
      • Structuring a sale or purchase for the best tax advantage
      • Advising sellers on legal strategies to address issues raised during the due diligence process
      • Advising buyers on conducting legal due diligence
      • Drafting, reviewing and negotiating the extensive documentation involved in a business transaction, such as asset purchase agreements, stock purchase agreements and security agreements 

      Preparation and Review of Business Contracts

      Our firm consults with business owners to draft, review, and negotiate contracts related to various business activities, including:

      • Buy-sell agreements
      • Lease agreements
      • Service contracts
      • Releases and waivers
      • Property agreements
      • Shareholder agreements
      • Operating agreements
      • Routine Sale Paperwork
      • Credit Sale terms paperwork
      • Secured Transactions