30 years of combined legal experience at your service.
We’re not just an extra set of eyes. We’re your legal partners for life. With expertise in tax, corporate, and estate planning we always find a solution to the problems you can’t seem to get around.
Practice area
We give you the confidence you need to build a lasting legacy.
For over thirty years clients have relied on our legal knowledge and innovative solutions to guard their wealth and relieve the daily stresses of managing an estate or running a business. We handle all the headache-inducing work and legal jargon, so that our clients can maximize every money-making opportunity that comes their way.
So how can we partner with you?
CORPORATE SERVICES
Time and time again we find solutions to situations our clients perceived as unsolvable.
Those are the outcomes you can expect when we combine our out-of-the-box thinking with extremely high levels of business acumen.
EXPERIENCE YOU CAN TRUST
If it’s an M&A deal, we ensure the appropriate legal structures are in place so our clients’ finances are protected and tax opportunities aren’t missed. If it’s a business exit, we ensure that the transfer of ownership goes smoothly and all assets are legally protected for the long term.
CORPORATE
MAINTENENCE
TRANSACTIONS
& TRANSITIONS
CROSS BORDER
TRANSACTIONS
Each decision our clients make comes with challenges nobody wrote a playbook for. While there isn’t a one size fits all solution, we’re able to create legal strategies that can maximize short term gains while executing on long-term vision.
WE PROVIDE THE FOLLOWING CORPORATE SERVICES:
- Drafting and negotiating all transaction documentation
- Deal structuring and tax-planning
- Conducting due diligence
- Working with all stakeholders and professional advisors to efficiently close the transaction
Have a business deal that requires legal counsel?
TAX PLANNING & TAX CONTROVERSY
Tax is our second language. Our expertise runs the entire gamut of business, partnership, M&A, and international tax.
EXPERIENCE YOU CAN TRUST
Whatever the tax issue is, we can solve it. Whatever the fiscal years ahead hold, we can plan for it.
Within our tax practice, we also have decades of experience in controversy and representing clients before the IRS and US Tax Courts all the way through the appeals process. As much as we love helping you make money, we love making sure you keep it too.
U.S. LAW
TAX CREDIT
PROGRAMS
MANAGING
CONTROVERSIES
Whether it's helping foreign clients comply with US law, tapping into tax credit programs, or managing controversies, we handle the tax work for you so that your wealth is protected and can grow over time.
RECENT TAX CASES INCLUDE:
- Obtaining and documenting tax credit transactions including New Markets Tax Credits
- Assist structuring PPLI for maximum tax benefit
- Advised on estate taxation of US property of a non-resident alien
- Helped clients acquire companies with net operating losses
- Inbound and outbound acquisitions and dispositions
Have a tax problem?
ESTATE PLANNING
When client’s trust us with their estate plan, they’re entrusting us with their livelihood and that of future generations.
This is why becoming like family to our clients is critical to what we do.
EXPERIENCE YOU CAN TRUST
We will steward your estate as if it is our own.
Our expansive knowledge allows us to fashion wills and trusts in a way that our clients can understand and can guard their legacy for decades.
WILLS & TRUSTS
BUSINESS
SUCCESSION
PROBATE
Because at the end of the day, a wealthy estate comes with a ton of responsibilities and moving pieces that need to be thoroughly planned for. From business owners looking to protect their personal and professional interests to parents trying to protect their legacy, we’ve put together estate plans that have met each client’s specific needs and wishes.
IN THE LAST DECADE WE’VE HANDLED:
- Lifetime trust creation and administration
- Estate planning and administration for multi nationals with U.S. assets
- Business exit/succession planning for businesses of all sizes
- Sophisticated multi-generational planning
