Your Future Starts Here
The Path Forward
Setting expectations can be the difference between calling forty attorneys or making the right choice with me here today. You deserve clarity on what comes next, so I’ve designed this page to give you that.
Understanding Estate Planning and Business Law
Estates and business are closer alike than you’d think. You set up both so that you can create a vehicle that takes care of you and your family. An estate plan does this through document planning, legacy preservation, and a specific set of documents. A business does the same through operating agreements, compliance systems, and consistent audits based on internal expectations.
My advantage is that I work at the intersection of your life’s work and I do so with an eye towards something more than a legal approach – I take a human approach. What matters to you and what’s within your tolerance isn’t universal so why should a lawyer treat your matter in a one-size fits all way? Rather than specialize in one thing I’ve found that my clients are best served by an attorney who is as multi-faceted as they are.
Common Questions
Your questions answered about our services and processes
First – it’s not just for the wealthy.
Estate planning is the deliberate and intentional charting and planning of who you want to manage your life and your life’s work. It includes financial strategies, liability considerations, and intentional decisions about your future.
This decision comes down to what suits you best. Wills go through the court system (probate) and can come with a variety of challenges but also advantages like closure. Trusts pass by the court system and come in a variety of types to suit your needs.
A power of attorney is a legal document that allows you to appoint someone else to act on your behalf in legal or financial matters. This is critical if you become incapacitated and are unable to make decisions for yourself. The appointed individual can manage your affairs according to the powers granted in the document.
Advanced medical directives give someone health care decision-making rights over you if you’re incapacitated. These sit next to living wills which provide end of life guidance. These two can be tethered together, as well.
Simple – You contact me.
Think of plan as an acronym. We start with a stated Purpose then we look to what we can Leverage. Once that’s done with take Action to pursue our Non-Negotiables.
My network of providers and support can help ensure that your plan can come together quicker than you might have thought.
Yes, you can adjust your estate plan as needed. Major life events such as marriage, divorce, the birth of a child, or significant changes in financial circumstances may warrant updates. Regularly reviewing and amending your plan is an important part of ensuring it remains aligned with your desires and objectives.
As a fractional general counsel, I offer subscription service access to allow you to onboard a general counsel for a fraction of the price. You receive several years of experience, rapid responsiveness, service level commitments, and certain included offerings to help your business run in a more smooth, compliant, and uniform manner.
All of them. Next question.
In all seriousness, I’ve built a life and business around handling everything from independent contractor agreements, master services agreements, intellectual property and software as a service licensing, separation agreements, operating agreements, and corporate compliance documentation.
I started out as an employment and labor law paralegal. Since then I’ve stayed in the loop on changes in employment law and have advised companies on handling sensitive employee matters ranging from wage and hour act issues to employee disciplinary questions.
I firmly believe that compliance is an organizational commitment, not a legal obligation.
To that end, integrating compliance actions across all functions and implementing them into your processes is something I’ve done consistently. We work together to integrate what is and isn’t within your tolerances, spread that information to all customer-facing actors, and place controls at specific points to ensure tolerances are met and accountability is endemic.
Exit planning is something you should do when you start a business.
Define what triggers will push you (And your partners) to sell the business, how that sale will be handled, who is paid out and how. As you operate, ensure consistent documentation, key term logging, regular review of legal items and exposures, and maintain strong partnerships with assessors, CPAs, and other professionals so that when a data room and discussion is necessary, you’re ready to go in weeks, not months.
I won’t lie to you, I don’t. I have fellow attorneys who handle collections, breach of contract, and various other aspects of lawsuits that I’m happy to collaborate with and put you in touch with.
Comprehensive Practice
Licensed in VA & DC
Client-Focused Approach
Your journey begins here
How I Work
The timeline below will give you the simplest expression of how I work and how quickly you could get started today.
Initial Consultation
We discuss your needs, scope out work, and whether we're a fit for each other.
Follow Up
We'll meet to discuss additional questions or concerns, pricing, packages, and expectations.
Engagement
A simple proposal - an engagement letter that puts all of our obligations on paper and starts us off.
Interview
We set aside time to do a deep dive into the work we're about to start. We go over your goals, your intentions, and your tolerances.
Delivery
I deliver, you benefit, we all succeed. Our relationship kicks off to accomplish all of those goals you set down with me.
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