Business and Investment Transactions
We represent a broad range of business clients, including
established companies, start-up ventures and investors, in a variety of industries, including
manufacturing, distribution, retail, professional and other services, construction, environmental
and waste services, agriculture, oil and gas exploration, real estate investment, investment funds
and equity and debt financing transactions. We have advised many entrepreneurs launching new
business ventures, not only in establishing a legal entity but also in tax and financial planning
for the new venture, negotiating the structure of the business entity with other investors, and
We frequently represent clients in
such major transactions as sales and purchases of businesses, combinations, divestitures, and
reorganizations. Our involvement can include negotiating the terms of the transaction, obtaining
financing, and evaluating the business being bought, sold, or reorganized. We also represent our
clients in their general, day-to-day business affairs, such as business negotiations, contracts,
executive compensation, insurance issues, and dispute resolutions, and we are frequently invited by
our clients to attend board meetings.
We are regularly involved in all phases of federal,
state and local taxation, from annual income tax planning to the structuring of business
transactions to achieve the most favorable after-tax results. For many of our clients, we prepare
individual, partnership, limited liability company, trust and estate income tax returns, estate and
gift tax returns, and private foundation tax returns; we also review corporate tax returns.
has extensive experience with real estate transactions, and regularly represents clients in the
purchase, sale, exchange, development, and leasing of all types of real estate, including
residential, commercial, industrial, agricultural, and mineral interests. We are well-versed in
organizing real estate investment entities, in negotiating and documenting private financings, and
in resolving environmental issues affecting the sale and development of real estate, including
hazardous materials and wetlands regulation. We represent both owners and contractors in matters
relating to improvements to real estate, including construction contracts and the resolution of
construction disputes and mechanics' lien matters.
Estate Planning, Probate and Trust Administration
Individuals concerned about the disposition of their assets can
depend on us for professional counseling in estate and financial planning. We have extensive
experience in drafting wills and trusts for estates of all sizes and complexity, from simple wills
to large estate plans. Our service is directed at minimizing estate and income taxes, reducing costs
and inconvenience of estate administration, and devising plans to provide financial security for our
clients' families. We are knowledgeable about the probate of estates and the avoidance of probate,
as well as the operation of trusts. Much of our estate planning involves the orderly transition of
interests in family-owned or closely-held businesses. We have also created and represent private
charitable and public operating foundations.
Representation of Individuals
A large portion of our
practice consists of the representation of individuals in a variety of business, tax, and other
personal legal matters. For these clients, we offer financial and tax planning; tax return
preparation and representation before the I.R.S.; estate planning, the planning of gifts and other
methods of transferring wealth within the family; the probate of estates and the operation of
trusts; planning for charitable giving; review of investments; the drafting of marital agreements;
tax and financial consulting in connection with the dissolution of marriage; review of employment
contracts and relationships; residential real estate transactions; and other services.
most of our individual clients in all of their legal affairs.
Other Areas of Concentration
Because of the diverse nature of our clients' legal and business
matters--and the growing and changing body of law affecting them--we have developed expertise in
other areas of law, including: agricultural, environmental, oil and gas, business insurance
(including product liability insurance, financial planning and investment review, resolution of
disputes before litigation, and negotiations of all types.
Although our practice is concentrated in commercial, financial, and tax related areas of laws, we
counsel our clients in all of their legal matters. However, we recognize that they may need expert
advice in areas in which we do not concentrate. Therefore, we maintain regular contacts with
experienced attorneys proficient in those areas, whom we can trust to give our clients effective
representation at reasonable fees. We assist clients in retaining the best-qualified individuals for
specific matters, and in many cases supervise the work of other attorneys.
We welcome the opportunity to discuss in greater detail our law firm
and fee structure.