Business Transaction Legal Services

Drawing on decades of experience, we offer a wide array of business transactional legal services focused on meeting all legal requirements and the structural, financial, operational and contractual needs of the business and its constituents including:  

  • Choice of type and formation of business entity - LLC, SubS or C Corporation, LLP, LLLP, Non-Profit
  • Entity governance agreements including corporate bylaws, Operating Agreements and Partnership Agreements. 
  • Shareholder, partner, member subscription and transfer restriction agreements.
  • Entity financing negotiations and agreements including angel, venture,
    private placement and public offerings and SEC compliance.
  • Strategic alliance, joint venture, franchising and consulting agreements. 
  • Technology development, licensing and OEM agreements. 
  • Employment, non-compete, non-disclosure, trade secret protection and employment termination release agreements. 
  • Intellectual Property including trade name, trademark and copyright registrations. 
  • OEM, distribution, joint venture and licensing agreements. 
  • Merger, buy/sell and business acquisition agreements. 

 Real Estate Transactions

We represent a wide variety of clients in investment, development and commercial real estate transactions including real estate investors, business owners and operators, retailers, lessors and tenants. We provide legal advice and counsel to clients involved in a wide range of real estate transactions including the following services: 

  • Office, retail, industrial, tavern/restaurant and multi-tenant commercial real estate purchase, sales and leasing transactions.
  • Commercial real estate transaction agreements.
  • Legal Opinions.
  • Escrow arrangements
  • License transfer including liquor licenses.

Estate Planning and Probate Administration

Our estate planning practice uses the comprehensive financial plan as the foundation upon which advice, strategies and structures for wealth protection, lifetime wealth transfers, business succession, transfers at death, charitable giving options, and multi-generational wealth transfer planning are built. We assist with estate administration from opening probate, through testamentary trust creation and administration of the assets, to distribution of the estate and closing of probate. Specifically, we assist clients with the following:  

  • Wills
  • Testamentary, Inter Vivos and Contingent Trusts
  • General Durable Powers of Attorney
  • Medical Durable Powers of Attorney
  • Revocable (Living) Trusts
  • Living Wills
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Informal and Formal Probate Administration

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