Your Trusted Legal Partner
A different type of lawyer for a more demanding client.
Estate Planning
Wills and Trusts
The cornerstone document in any estate plan.
Wills are the standard bearer for estates seeking the closure of courts and finality. Wills are subject to the probate process, which is the court oversight and administration process over your estate through your executor.
Trusts bypass probate and function. A revocable living trust maintains your control of assets and is an easy way to bypass probate. Advanced planning for high net worth individuals is available and focuses on irrevocable trusts, charitable planning, and qualified trusts.
Power of Attorney and Advanced Medical Directives
The foundation of any life over 18. The Power of Attorney and Advanced Medical Directives gives you the opportunity to speak to the world when your voice is unavailable.
Whether you’re long established in life or just setting out to start your own independent life at 18, these documents ensure a trusted individual can still be there to care for you when your strength fails.
If you don’t know who is going to step up for you when you are unavailable, these documents should be the first things you get.
Legacy Preservation
Your estate plan is about so much more than wealth, things, and assets. It’s about the memories you grew up with, the shared experiences with families, the recipes you celebrated together.
That’s why my practice provides more than just documentation, clients can elect memory and legacy preservation methods to ensure that the whole of your life is passed down, not just the things.
Package Offerings
To make your life simpler, I offer package plans for simple estates for individuals and joint plans for couples.
- Essentials – Power of Attorney and Advanced Medical Directive.
- Protector – Essentials and a Will
- Assurance – Essentials and a Trust
- Legacy – Assurance plus five years of follow on and revision plus a legacy preservation option, plus family consult after the plan is complete
Business
Fractional General Counsel
The cost of in-housing your legal needs can be astronomical. Not only is there salary but insurance, bonuses, benefits, etc… The cost of not having legal protection is equally astronomical – one bad deal can sink the venture, one bad firing can lead to a huge settlement, and one stalled deal can mean missed payments.
Don’t gamble. I’ve been supporting businesses of all size for years with a unique blend of legal acumen, regulatory attentiveness, and business savvy that leads to informed, agile, and decisive action all done in unison with your values and tolerances.
Whether you’re a growing, established, or exiting business I’ve handled corporate matters from start up to mergers and acquisitions.
Fractional General Counsel Packages
As a business owner you need to know a few things for certain before committing to anything – what are the costs, what am I getting, and why does it help me?
Business attorneys will talk all day about compliance, fears, and risk. I have the background that quantifies risk, integrates compliance, mitigates concerns, and squashes fear. These packages are meant to set your budget, set your expectations, and set your mind at ease.
- Foundations – Quick check ins, corporate maintenance, up to two (2) standard form agreements per month.
- Growth – Foundations plus a comprehensive audit of your core employment documentation and mergers and acquisition preparation, one major negotiation per month and one monthly strategy session.
- Established – Growth plus ownership agreement review, modification, and support, legal and contractual process review, priority scheduling for drafting and needs, and quarterly audits for merger and acquisition readiness.