OUR SERVICES

ESTATE PLANNING & TRUST ADMINISTRATION

~ Trusts, Wills, Powers of Attorney, Advance Healthcare Directives

~ Asset protection strategies, irrevocable life insurance trusts

~ Trust Administration, trust asset allocations, funding sub-trusts

~ Beneficiary agreements, distributions upon death

~ Strategies to minimize taxes and avoid probate

~ Mergers & Acquisitions

~ Corporations, LLCs, Partnerships, Non-Profits, & other entities

~ Shareholder agreements, operating agreements, buy-sell agreements

~ Corporate compliance (state & federal filings, annual minutes, "dba")

~ Contracts, leases, employment agreements, licenses, franchises

~ Trademarks, intellectual property & related areas