Our Services.

Estate Planning

We craft comprehensive plans that preserve your legacy and protect what matters most

    • Wills and Living Trusts
      Establish the foundation of your estate plan with customized documents that reflect your wishes and protect your legacy.

    • Durable Powers of Attorney
      Designate trusted individuals to manage your financial and legal affairs in the event of incapacity.

    • Advance Healthcare Directives
      Document your medical care preferences to ensure your wishes are honored during critical health situations.

    • Estate and Gift Tax Planning
      Minimize estate tax exposure and maximize wealth transfer through strategic lifetime and testamentary planning.

    • Advanced Trust Strategies
      Leverage sophisticated tools such as:
         — Spousal Lifetime Access Trusts (SLATs)
         — Irrevocable Life Insurance Trusts (ILITs)
         — Grantor Retained Annuity Trusts (GRATs)
         — Qualified Personal Residence Trusts (QPRTs)
         — Charitable Trusts and Foundations
      Designed to protect assets, reduce estate taxes, and maintain family wealth across generations.

    • Beneficiary and Asset Alignment
      Ensure account titles, beneficiary designations, and property deeds are coordinated with your overall estate plan.

    • Business Succession Planning
      Create a structured plan for transferring business ownership and control with minimal disruption.

    • Ongoing Plan Maintenance
      Regular reviews and updates to reflect changes in law, family structure, or financial circumstances.

  • Without a proper estate plan, critical decisions about your assets, your health, and your family’s future could be left to state laws and the court system—not to you. That can lead to delays, unnecessary taxes, and even conflict among loved ones.

    We help you take control—so your wishes are honored, your legacy is protected, and the people you care about are provided for. With a well-crafted estate plan, you gain peace of mind knowing everything is in place, no matter what the future holds.

Business Formation

We guide you in establishing a strong legal foundation tailored to your business vision.

    • Entity Selection Guidance
      Help choosing the right legal structure—LLC, Corporation, Partnership, or Sole Proprietorship—based on your goals and liability concerns.

    • Formation Document Preparation & Filing
      Drafting and filing the necessary documents to legally establish your business with state authorities.

    • Operating Agreements & Bylaws
      Customized governance documents that define ownership, management roles, and internal procedures.

    • EIN (Tax ID) Acquisition
      Assistance with obtaining your Employer Identification Number from the IRS for tax, payroll, and banking purposes.

    • Registered Agent Services
      Designated agent for receiving legal and government notices on your behalf, ensuring compliance.

    • Business Licensing & Compliance Support
      Guidance on required state and local licenses, permits, and regulatory filings.

    • Banking & Financial Setup Support
      Assistance with opening business bank accounts and preparing the documentation banks typically require, such as EINs, formation documents, and resolutions.

  • The way your business is formed affects everything—from how you're taxed to your personal liability, to how you raise capital or bring on partners. Choosing the wrong structure—or skipping key legal steps—can lead to costly problems down the road.

    We help you build your business on a solid legal foundation from the start. With the right entity, proper filings, and compliance in place, you can focus on growth, knowing your business is protected and set up for success.

Start-Up Counsel

We deliver thoughtful legal counsel to nurture and safeguard your startup’s journey.

    • External Partnership Agreement Drafting & Review
      Drafting and reviewing partnership agreements with outside parties to clearly define roles, responsibilities, equity, profit-sharing, and dispute resolution—helping secure strong, collaborative business relationships.

    • Intellectual Property Protection
      Safeguarding trademarks, copyrights, and trade secrets critical to your business.

    • Employment and Contractor Agreements
      Preparing NDAs, invention assignments, and contracts for employees and contractors.

    • Equity Structuring & Cap Table Management
      Organizing ownership stakes and managing equity distribution for founders and investors.

    • Fundraising Legal Support
      Reviewing term sheets, SAFE agreements, and other investment documents to protect your interests.

    • Regulatory Compliance Advice
      Providing industry- and growth-stage-specific guidance to ensure ongoing compliance.

  • Strong external partnerships can drive growth and innovation, but without clear, well-drafted agreements, misunderstandings and disputes can threaten your business. We help you create precise partnership contracts that protect your interests, define expectations, and provide clear paths for resolving conflicts—ensuring your collaborations are built on trust and legal certainty.