Corporate, Taxation and Securities Law

Ongoing legal and tax research and advice.

Business purchase, sales, mergers, and acquisitions.

Contract drafting and review.

Negotiation, drafting, and review of subscription agreements; private placement memoranda; Regulation D filings; loan agreements and letters of credit; stock or asset purchase agreements; and merger agreements and related documentation.

Formation of various types of business entities, including corporations, limited liability companies; and limited partnerships.

Executive compensation planning.

Review of employment agreements and severance packages.

Copyright registration and advice.

Requests for IRS private letter rulings.

Tax-Exempt Organizations

Comprehensive review of structure and operations (sometimes referred to as a "legal audit").

Formation of tax-exempt organizations and application for recognition of exempt status with the Internal Revenue Service.

Day-to-day operational guidance.

General legal review of publications (for copyright violations, defamation, invasion of privacy, and prohibited political campaigning)

Representation before the IRS.

Retirement plan development and compliance.

Review of fundraising materials and training of fundraising personnel.

Advice regarding denominational structure and member church legal relationships.

Estates, Wills & Trusts

Drafting and reviewing both simple and sophisticated wills and living trusts.

Providing recommendations for estate tax reduction.

Charitable giving strategies.

Trust establishment and ongoing advice.

Estate and gift tax filings.

Powers of attorney.

Establishment of guardianships.