Areas of Practice
Estate Planning
I prepare Wills, Trusts, Durable Powers of Attorney, Advance Health Care Directives (Health Care Proxies), deed transfers, etc. It is most important to make sure all of your estate planning techniques work in unison to achieve your desired goals of wealth and asset transfers upon your passing.
Probate
Probate is the legal process for transferring assets from a person who has passed away to the heirs of that person. This can be a tricky and involved process, and having someone experienced in handling this process will save you time, money, and aggravation. Dealing with family after the death of a family member is often very difficult, and having someone to help clearly explain the process and manage expectations can make all the difference in avoiding unnecessary animosity between family members. I strive for a holistic approach.
Business Law
I prepare documentation to form or convert companies, including corporations, limited liability companies, partnerships, etc. There can be great liability protection and tax savings depending upon how you set up your business entity, which can have far reaching consequences. For example, not filing for Sub-Chapter S IRS tax filing designation could have you end up paying a double tax.
Commercial Transactions and Lending
I work with a number of institutional lenders, I prepare commercial loan documentation, handle title work and closings, and represent both buyers and sellers, in addition to lenders. Before you seek a business loan, checking with me could help guide you to fair Lenders and help you organize and get the most lending available.