- Mergers and AcquisitionsEngaging in straightforward mergers and acquisitions work targeted to mid-market companies and designing asset protected and capital gains sensitive sales structures.
- Business FormationStructuring the appropriate business entity with the appropriate tax status to hold passive assets or to engage in an active business.
- Estate PlanningUsing a fully funded revocable trust as the foundational estate planning document is always the best way to avoid probate. Holding non-residential properties in LLCs established in the state of the property will also avoid probate on these properties and will add asset protection to your ownership. Both techniques may be used in conjunction with one another.
- Tax Law