PRACTICE AREAS

Estates, Trusts, & Wills

ESTATE PLANNING

Educating clients about the many options the possess in the establishment of their business entity so they may select the type of entity that is best structured for their unique legal and tax situations.

WILLS & TRUSTS

Preparing or reviewing contractual agreements, whether discrete and unique matters or a form for repetitive transactions, to place our clients on, at least, equal footing with the other party or provide them with notice of onerous provisions related to a proposed transaction or transactions.

TRUST ADMINISTRATION

Drafting transactional paperwork for clients involved in a specific transaction, such as the sale of a business’ assets or an owner’s ownership interest, as well as, ancillary documents needed to close the deal.

BUSINESS ENTITY AND SUCCESSION PLANNING

Review business documents and counsel clients on any additional documentation or necessary revisions to the existing documentation which may be needed to update the entity’s records to protect against piercing the corporate veil, or to memorialize events related to the management, ownership and operations of the business, as well as, conducting investigations regarding the management, ownership or operational compliance with applicable laws, regulations or the business’ governing documents.

CHARITABLE PLANNING

We provide general counseling and advice to clients on specific employee matters, typically involving background checks, discipline, evaluation and/or severance under reasonably amicable terms.

REAL ESTATE

We counsel clients on insurance and other risk management strategies to maintain the continuity of the business operations following undesired or unexpected events, as well as, assist with coverage issues should an

MEDIATION

We counsel clients on insurance and other risk management strategies to maintain the continuity of the business operations following undesired or unexpected events, as well as, assist with coverage issues should an insurer reserve its rights to

LAW PRACTICE MANAGEMENT COUNSULTING

We counsel clients on insurance and other risk management strategies to maintain the continuity of the business operations following undesired or unexpected events, as well as, assist with coverage issues should an insurer reserve its rights to deny or the outright denial of coverage for the business by the carrier.

OUTSIDE GENERAL COUNSEL

We counsel clients on insurance and other risk management strategies to maintain the continuity of the business operations following undesired or unexpected events, as well as, assist with coverage issues should an insurer reserve its rights to deny or the outright denial of coverage for the business by the carrier.

ASSET PROTECTION

Wolf & Wolf assists clients with applications and required documentation to secure various licenses which the business desires or is obligated to obtain in order to operate or expand the business.

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