Services
Most agreements turn on a tax position, a valuation, or a reporting fact. Counsel drafting here works from the same model as the people who built it, so the terms reflect the actual deal rather than a template.
Three Areas
Commercial Agreements
Entity Formation & Governance
Estate Instruments
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.
The Handoff
Advisory work often ends in a recommendation that needs documents: an entity conversion, a recapitalization, a buy-sell, a trust. Here is how that recommendation becomes legal work.
Step 1
The advisory team identifies the documents a plan or transaction requires and hands over the model and term sheet.
Step 2
The Legal Services practice runs its conflict check and issues its own engagement letter naming the scope and the fee. Nothing is drafted before it is signed.
Step 3
Instruments are drafted to the structure in the model, and each draft is read back against it for tax and economic consistency before it reaches you.
Step 4
You read the documents with both teams present. Execution formalities — witnesses, notarization, filings — are coordinated, with Notary Services where needed.
How the Work Fits Together
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
Practice
The plan these instruments are drafted to carry out, from succession question to funded trusts.
Estate & wealth servicesPractice
Letters of intent, purchase agreements, and ancillary documents inside a sell-side or buy-side engagement.
Transaction & M&A advisorySpecialized Service
In-person and remote online notarization for the instruments drafted here.
Request a notary appointmentLegal Services
Initial consultations are by referral or direct inquiry. We respond within one business day.
