It’s essential that a business entity is properly formed, operated, and dissolved. We’ll advise you from beginning to end so that no matter your circumstances, we’ve prepared you for success. We also assist with the expansion of your business through acquisitions, and the sale of your business when that time comes.
Our business formation and transactions services include:
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.
During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.