Business Details
We have been providing estate and business succession planning since 1989, building over three decades of proven expertise. Our founder, Dan Newland, holds a J.D., LL.M. in Taxation and has been recognized with an AV Preeminent rating, demonstrating our commitment to the highest professional standards. We specialize in drafting trusts, powers of attorney, tax minimization strategies, and healthcare directives to protect our clients' legacies. Our business succession services include continuity planning, ownership transfer, buysell agreements, and exit valuation to ensure seamless transitions. We solve complex succession problems by translating legal solutions into enforceable contracts, wills, and covenants that safeguard business continuity. Our team leverages extensive experience in tax courts, appeals, and corporate mergers to deliver authoritative counsel that meets rigorous legal standards.
We prioritize preventative law, helping owners anticipate and avoid future disputes before they arise. Our practice serves a diverse clientele, from familyowned enterprises to large corporations, with personalized strategies that reflect each client's unique goals. We maintain full transparency throughout every engagement, providing clear documentation and regular updates to keep clients informed. Our dedication to client satisfaction is reflected in our longstanding relationships and the trust placed in us by peers and partners alike. We continuously invest in ongoing education and professional memberships to stay at the forefront of estate and business law.
We prioritize preventative law, helping owners anticipate and avoid future disputes before they arise. Our practice serves a diverse clientele, from familyowned enterprises to large corporations, with personalized strategies that reflect each client's unique goals. We maintain full transparency throughout every engagement, providing clear documentation and regular updates to keep clients informed. Our dedication to client satisfaction is reflected in our longstanding relationships and the trust placed in us by peers and partners alike. We continuously invest in ongoing education and professional memberships to stay at the forefront of estate and business law.
Highlights and features
- We hold an AV Preeminent MartindaleHubbell rating.
- We have operated since 1989 with 35+ years of expertise.
- We draft trusts and powers of attorney for estate protection.
- We litigate tax cases in U.S. Tax Court.
- We have published 12 articles on tax and estate law.
Services
Estate Planning
Our estate planning service helps individuals and business owners create comprehensive legal documents that protect assets and provide for heirs. We draft trusts, powers of attorney, and tax minimization strategies tailored to each client's goals. This approach ensures peace of mind and legal certainty for families and enterprises alike.
Business Succession Planning
Business succession planning guides owners through continuity, ownership transfer, and exit strategies to preserve business value. We develop buysell agreements, transition plans, and coordinate with estate and tax advisors for seamless handoffs. Our expertise ensures smooth succession while protecting stakeholder interests.
Trust Drafting
Trust drafting creates customized fiduciary instruments that manage and protect client assets during life and beyond. We execute revocable and irrevocable trusts with precise legal language to meet tax and estate objectives. This service provides asset security and simplifies distribution for beneficiaries.
BuySell Agreements
We draft buysell agreements that define ownership transfer triggers and protect business continuity. Our agreements outline detailed valuation methods, funding options, tax considerations, and buyout procedures for coowners. This ensures clear, enforceable terms that prevent disputes during ownership changes.
Tax Minimization
Our tax minimization strategies strategically reduce client liabilities by structuring income, deductions, and trusts to achieve efficient tax outcomes. We analyze each client's financial situation to identify optimal tax planning opportunities tailored for individuals and businesses. This meticulous approach safeguards wealth, minimizes tax exposure, and maximizes aftertax returns for our clients.
