Services

Legal Services

Business legal work for owners who want the documents to match the deal — commercial agreements, entity formation and governance, and the estate planning instruments that carry out a plan designed with our Estate & Wealth practice.

Overview

Commercial Agreements

Agreements drafted to the transaction, not to a template.

  • Master services agreements and statements of work
  • Non-disclosure and confidentiality agreements
  • Operating, partnership, and shareholder agreements
  • Purchase, sale, and asset transfer agreements
  • Clause review and redlines on counterparties’ paper

Entity Formation & Governance

Structure that holds up after the first year.

  • Entity selection and formation coordinated with the tax plan
  • Operating agreements and bylaws
  • Governance frameworks for multi-owner and family-held companies
  • Ownership transitions and buy-sell provisions

Estate Planning Documents

Instruments that carry out the plan.

  • Wills and revocable trusts
  • Irrevocable trust instruments for operating and real estate interests
  • Powers of attorney and healthcare directives
  • Trust and entity documents aligned with the tax plan

The plan is designed with our Estate & Wealth practice; the instruments are drafted here, so the strategy and the documents never point in different directions.

Estate & wealth planning

One Engagement

Legal Work That Sees the Whole Structure.

Most agreements turn on a tax position, a valuation, or a reporting fact. When the counsel drafting the document works from the same model as the people who built it, the terms reflect the actual deal.

Tax

Entity and agreement terms are drafted against the tax plan, not reconciled to it afterward.

Valuation

Buy-sell, redemption, and transfer provisions use a defensible value methodology from the start.

Accounting

Reporting covenants and working-capital definitions match how the books are actually kept.

Related Pages

Keep the Wider Planning Picture in View.

Legal Services

Discuss a Legal Matter.

Initial consultations are by referral or direct inquiry. We respond within one business day.