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 C&A
provides a wide range of personal, business and estate planning services for individuals,
with a special emphasis in assisting closely-held business owners and executives.
This practice area includes the design and implementation of simple, as well as sophisticated, estate plans,
including wills, various trust arrangements, asset protection planning, charitable planning, and where it is
appropriate in the context of a family owned and operated business, related business reorganizations and restructuring.
C&A has a significant depth of experience in assisting the family business create and implement successful
business succession strategies as part of an integrated estate and business plan.
In this field, C&A will meet with clients and after a review of, and understanding of,
the clients' goals and objectives, C&A will make recommendations and assist in the development
of wills, revocable living trusts, irrevocable life insurance trusts, GRATs and other split-interest
trusts, family limited partnerships and limited liability companies, trusts for minors, qualified personal
residence trusts, charitable remainder trusts, among other strategies, and assist in the funding of same.
C&A works closely with other family advisors -- such as financial planners, investment advisors, certified
public accountants, professional insurance representatives, and so forth -- in order to provide a
multi-disciplinary approach to achieving identified goals. C&A also represents families and fiduciaries
in probated estates, and trust- and estate-related litigation.
C&A's real estate law practice involves the complete range of professional
services necessary for real estate clients, such as real estate developers and investors,
homeowners and property-owner associations, corporations, trusts, limited liability companies,
partnerships and individuals. These services include consultation and representation in these areas:
- Acquisition, disposition, financing and leasing of commercial, industrial and residential properties.
- Commercial and residential subdivision development and property owner association formation.
- Negotiation and document preparation of various forms of financing, including construction and commercial loans.
- Representation of landlords and tenants in connection with commercial and industrial leasing arrangements.
- Homeowner and property association representation.
- Simultaneous and deferred like-kind exchanges, and "reverse" exchanges.
- Real estate developer and owner entity formation.
The general business law services provided by C&A include advice
and representation with respect to business formation, on-going business operations,
business sales and exchanges, and dissolutions. These services are varied, and include,
for example, the following:
- The initial establishment of new businesses as corporations, limited liability companies,
limited or general partnerships.
- The preparation and implementation of the necessary business and capital structure documents for new businesses.
- Assistance in the procurement of necessary business licenses.
- Preparation of annual corporate filings and other business filings.
- Review or preparation of business governance contracts, such as employment and non-competition agreements,
buy-sell, redemption and shareholder agreements, proxies, voting trusts and other corporate control and disposition
documentation.
- Advice and consultation with respect to general employment practices and labor questions.
- Preparation of documentation for mergers, acquisitions and liquidations.
Consultation and representation in connection with both asset sales
and purchases, and stock sales and purchases.
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