Practice Areas
Trust & Estate Administration
We provide specialized legal advice for Trustees, many of whom are navigating the trust administration process for the first time. We are able to review a trust, regardless of where it was drafted, and counsel the Trustee about their duties, powers, and discretionary authority. We also provide a range of support services for Trustees, including drafting necessary legal documents, communicating with financial institutions, corresponding with Beneficiaries, preparing trust accountings, resolving disputes, negotiating settlements, and taking legal action to re-title assets which may have been inadvertently left out of a trust.
For Beneficiaries, we can review trust documents, wills, or family situations and provide advice about a client’s rights and interests, and how best to protect them. When representing a Beneficiary of a trust, we can handle communication with the Trustee, help resolve disputes, negotiate settlements, and take other legal action necessary to protect the Beneficiary’s interests.
If you are a Trustee, Executor, or Beneficiary of a trust or estate and have questions about your rights or responsibilities, contact us today to schedule a consultation.Business Law
We provide advice for clients who are considering establishing an LLC, close corporation, limited partnership, or other business entity, carefully explaining both the potential advantages and disadvantages, as well as the likely tax implications. We also prepare operating agreements, articles of incorporation, indemnification agreements, and other documents needed to ensure that these businesses are able to operate efficiently and in compliance with relevant law.
For existing businesses, we can provide services including assistance with transfers of shares among and between shareholders, or facilitating the transition from an older certificated share system to a modern electronic uncertificated share management system.
General Legal Services
We can provide assistance with:
・reviewing written agreements to assess contractual rights
・consumer–company dispute resolution
・determination of ownership rights in real property
・charitable donations