Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss. They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride.
The centerpiece of a lawyer’s toolkit is careful drafting and the judgment to know which issues can be dealt with using off-the-rack boilerplate, and which need custom tailoring of legal language. Every day, we translate clients’ wishes – and the tax planning that goes with them – into formal legal documents that will assure as much as possible that their desires are carried out in the intended way.
The following is a list of sample documents we handle: