Legacy planning, asset protection, growing and defending your interests, managing and resolving family and business disputes: hire a firm that adds value to your lives. Protect your loved ones and your legacy by taking proactive measures: establishing a Will, Trust(s), Power of Attorney, Advanced Health Care Directives, and other documents allow the peace of mind to live your lives to the fullest.
Properly counseling trustees in protecting an estate, following your wishes, and keeping the beneficiaries informed. Assisting as your trusted legal advisor in forming, managing, growing, and/or selling your business. Our goal is less billable hours, less disruption of your daily lives and your business, more engagement with clients, more personal service to your specific legal needs.
Properly counseling trustees in protecting an estate, following your wishes, and keeping the beneficiaries informed. Assisting as your trusted legal advisor in forming, managing, growing, and/or selling your business. Our goal is less billable hours, less disruption of your daily lives and your business, more engagement with clients, more personal service to your specific legal needs.
Services
Mission, Vision, Values
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Our mission is to add value to every transaction: practical advice at a reasonable price. Clients want a significant return on their investments, and that includes investment in our legal services. We leverage technology to work faster and more efficiently. Our goals are fewer billable hours; less disruption of your daily lives and your business; more engagement with clients; and more personal service to your specific legal needs.
Testimonials
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I hired Mike to help me with the sale of my business. It was a difficult step and emotional step as I had grown it from nothing and at times uncertain if I could step away. Mike was more than a legal advisor, but a sounding block and confidant during the process. Since the closing I have come to him on several new business affairs.
Estate Planning
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What's the matter? Don't think of Estate Planning as a Joyful activity? We do. Leaving behind a legacy is not just something for the super-rich. You may have built a business you wish to pass on after you retire or pass away. You are likely to have heirloom items you want to see pass to certain people.
Trust Administration
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Trust Administration can be simple or complex, largely dependent on the simplicity or complexity of the Trust documents. In some cases, a layperson can administer a Trust without much professional assistance. In others, it is not possible without some professional assistance.
Likewise, if you are notified that you are a Beneficiary of a Trust, you have certain rights that you may not be aware of, and the Trustee (or administrator of the Trust), without the benefit of counsel, may not realize either.In either case, a prudent first step is to consult with an attorney, so you understand the process and determine how much assistance you may need.
Likewise, if you are notified that you are a Beneficiary of a Trust, you have certain rights that you may not be aware of, and the Trustee (or administrator of the Trust), without the benefit of counsel, may not realize either.In either case, a prudent first step is to consult with an attorney, so you understand the process and determine how much assistance you may need.
Probate Administration
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When someone passes and their Estate Plan does not include a Trust, or if that Trust is not properly funded, or if there are disputes among the beneficiaries or heirs about the Will or Trust, you may need to file or respond to a petition in Probate Court.
When a person passes with only a Will, and their assets are titled only in their name, the Probate Court overseas the administration of the estate and the transfer of assets to beneficiaries named in the Will.This process is typically administered by the Personal Representative/Executor named in the Will and aided by a probate attorney.
When a person passes with only a Will, and their assets are titled only in their name, the Probate Court overseas the administration of the estate and the transfer of assets to beneficiaries named in the Will.This process is typically administered by the Personal Representative/Executor named in the Will and aided by a probate attorney.
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