Private Placement Investment
Jun 02, 2015OUTCOME: Successful private placement investment
Served as chief legal counsel for middle-market restaurant chain seeking a private placement investment from national and international investors.
Salt Lake City, UT
Estate planning Lawyer at Salt Lake City, UT
Practice Areas: Estate Planning, Business, Contracts & Agreements
OUTCOME: Successful private placement investment
Served as chief legal counsel for middle-market restaurant chain seeking a private placement investment from national and international investors.
OUTCOME: Customized Estate Plan that will serve the needs of this husband and wife
Assisted husband and wife in designing and implementing a customized estate plan that will protect them and their family members now and in the future. They live in Preston, Idaho, but husband works in ... Logan, Utah.
OUTCOME: Succession plan achieved with optimal tax outcome
Advised husband and wife on the best manner to structure their farm succession plan for their benefit and for the benefit of their children.
OUTCOME: Medical professional is well protected and sleeps better at night.
Advised successful medical professional with regard to existing estate planning vehicles and performed recommended updates and simplification of the same.
OUTCOME: Family avoided litigation and will be provided for financially. Successful business succession.
Was retained by client just prior to death to iron out many difficult and outstanding issues related to business succession and general estate planning.
OUTCOME: Family land will be protected and successfully managed for generaitons
Assisted parents with the design and implementation of their dynasty family trust, which, among other things, provided a mechanism to keep family land that has been in the family for generations in the ... family for generations to come.
OUTCOME: Satisfied clients who how sleep better at night
Clients had an existing estate plan and some other business planning already done, but it was out of date, more complicated than it needed to be and with all of that, it did not accomplish their object ... ives. We were able to update, enhance and still simplify their legal structures.
OUTCOME: Client now has a valid estate plan that should accomplish its intended objectives of smooth family succession.
Client had established trusts almost 30 years ago, but almost no asset funding had transpired over the years. We drafted comprehensive update for client's estate plan and ensured that applicable assets ... were legally connected to trust.
OUTCOME: New business venture for client was established with proper legal structure and client was advised as to best practices moving forward
Advised business client regarding all aspects of formation of limited liability company to serve as main business entity for his start-up auto industry business.
OUTCOME: Local assets were sold and proceeds were distributed to estate
Served as local counsel for estate of decedent who lived and died in another state.