Advised Client Regarding Self-Directed IRA
Aug 03, 2017OUTCOME: Client decided to set up a self-directed IRA.
Client for whom I had previously prepared an estate plan requested legal information about a self-directed IRA for real estate investment.
Bethesda, MD
Estate planning Lawyer at Bethesda, MD
Practice Areas: Estate Planning, Business, Mediation
OUTCOME: Client decided to set up a self-directed IRA.
Client for whom I had previously prepared an estate plan requested legal information about a self-directed IRA for real estate investment.
OUTCOME: Client adopted my recommendations.
Client requested counsel on obtaining funds for tax-exempt organization. I explained the applicable rules for fundraising and suggested cooperation with 501(c)(3) nonprofit to explore grant opportuniti ... es.
OUTCOME: After a substantive discussion, owner asked me to represent company in negotiations.
Owner of real estate development company asked for my advice about a number of legal topics related to equity financing.
OUTCOME: A favorable settlement was reached.
Small business owner needed help making a counteroffer in settlement negotiations.