In addition to core estate planning and general business, here are some sample cases

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OUTCOME:

Assisting Broomfield, CO business owners plan for the tax-efficient transition of their business and to the 3rd generation, shareholder agreement with transfer restrictions and buy-sell provisions for ... the continuing shareholders; prepared estate plan that takes into account further buy-sell provisions. Assisted in C-corp’s spin off of a division, preserving favorable capital gains treatment for the small-business stock upon eventual sale. Negotiating and drafting installment sale of Goddard School franchise in Boulder County, commercial lease re: same, and estate planning for seller clients. Educating and advising business-owner and estate planning client to not only improve financials in preparation for the sale of his business to key employees, but also take steps to ensure employee retention with stock bonus, non-compete/non-hire covenants. Advised trustee of Indiana irrevocable trust as to business asset, fiduciary and beneficiary income-tax concerns, and generation-skipping transfer tax issues. Guardianship for adult child with disabilities; estate planning for parents including supplemental needs trust for same disabled child. Negotiated and closed sale of business line of construction service to a Fortune 500 company, and commercial lease agreement of building site to buyer/tenant. Various legal agreements for mega Dairy Farm clients; business succession planning for multi-generation owners; pre-marital agreements to protect family enterprise. Prepared trust-based estate plan, assisted with self-publishing his memoirs, arranged book tour in U.K., then administered estate of Grammy-winning composer/conductor, including royalties and assets in U.S. and in Europe. Negotiated and closed sale of ophthalmology practice and interest in surgery center; updated estate plan for client owners.