We are continually adapting new areas of practice as the law, legal landscape and economic conditions continue to evolve. While our firm was formed to focus on estate planning and estate administration, we quickly responded to our clients' needs to handle business planning, transactions, and litigation matters because our clients wanted to continue working with us relating to other aspects of their lives and businesses. In many firms clients are passed on to other practice groups or referred to other law firms to handle issues outside of the trust and estate area. Our clients wanted to "keep it in the family" where they had developed a sense of trust, so we expanded and now are proud to provide a wide array of related services for our clients.

Organization,Operation, purchase and sale of Closely Held Businesses

Our firm works with individuals and organizations to determine the best way to structure and capitalize a business, whether it may be by establishing a corporation, partnership, limited liability company, or some other form of venture. We provide ongoing representation of these organizations with regard to internal governance, as well as compliance with governmental filing requirements.

We represent individuals and organizations by providing assistance in business sales and acquisition transactions, and we work with third party financial advisors to locate the highest and best value for our clients' businesses, whether it may be a sale or transfer to a family member, sale to a partner, sale to a key employee, sale to an equity investor, or sale on the public market.

We provide comprehensive services, some of which are listed here.

  • Preparation of Articles of Incorporation
  • Corporate Minutes
  • Articles of Organization
  • Operating Agreements
  • Purchase, Sale, Merger and Acquisitions of Corporations and Limited Liability Companies
  • Contracts
  • Leases
  • Promissory Notes
  • Security Agreements
  • Shareholder Agreements
  • Transfers of Shares in Corporations and Interests in Limited Liability Companies
  • Employment Agreements
  • Other documents necessary to establish, maintain and operate S and C Corporations, General Partnerships, Limited Partnerships, Limited Liability Companies, Limited Liability Partnerships, Family Limited Partnerships and Family Limited Liability Companies