$300 Million Estate Plan
Services Provided: Trust and Estate Planning, Business Law, Real Estate
Situation: Our client was a very successful business person who had worked with us over the years to grow their business, including purchasing and leasing property, buying smaller businesses that were brought into the umbrella company, and negotiating and executing hundreds of contracts through the years.
Business Launch From Napkin to New Buildings, New Growth, New Customers
Services Provided: Company Formation, Mergers and Acquisitions
Situation: Mike was approached by a young entrepreneur with a great vision and great technological talent.
Cover Your Assets!
Services Provided: Asset Protection, Irrevocable Trust Creation
Situation: A busy physician couple with large medical practices and many investments wanted to make sure they were covered should anything happen to them from a liability standpoint.