Wealth Preservation and Transfer

  • Estate Planning
  • Preparation of Wills and Trusts (including Revocable Trusts and Irrevocable Trusts for insurance, gifting and asset protection)
  • Asset protection issues and strategies
  • Family partnership and limited liability companies
  • Income tax planning (both federal and state)
  • Design of gift programs
  • Family business succession planning
  • Generation skipping planning
  • Estate "freezes"
  • Family buy-sell agreements
  • Specialty trusts including QPRTS, GRATS, "Self-Settled Trusts," Insurance Trusts
  • Insurance planning
  • Probate and trust administration
  • Post mortem planning
  • Charitable foundations – private and public
  • Charitable giving
  • Retirement planning

Real Estate

  • Acquisitions and Sales
  • Commercial and Residential Agreements
  • Commercial Office and Building Leases
  • Real Estate Loan Documents
  • Title Work
  • Land Trusts

Business and Finance

Counsel, documentation and preparation of –

  • Business governance, structural and operational matters
    • Shareholder Agreements, Partnership Agreements and Operating Agreements
    • Management Agreements
    • Buy-Sell Agreements and Redemption Agreements
    • Employment Agreements
    • Independent Contractor Agreements
    • Non-Competition and Confidentiality Agreements
    • Commission Salesperson Agreements
    • Supply Agreements
    • Customer Agreements (Form and Custom)
    • Manufacturing and Distribution Agreements
    • Consulting Agreements
    • Intellectual Property Agreements (Development, Licensing and Support)
  • Employee Benefit matters
    • Executive Incentive Plans (Stock Option Plans, Equity Participation Plans, and Phantom Equity Plans)
    • Supplemental Executive Retirement Plans
    • ESOP's
    • Rabbi Trusts
    • Qualified and Non-Qualified Retirement Plans and Trusts
  • Commercial financing transactions
    • Asset-based loans
    • Structured and leveraged financing
    • Commercial lines of credit
    • Workouts and debt restructuring
    • Private Placements (Offering Memoranda, Subscription Agreements) and Venture capital arrangements
  • Mergers and Acquisitions
    • Equity and Asset Purchase and Sale Agreements
    • Plans of Merger
    • Acquisition financing, including bridge debt and preferred equity
    • Leveraged and Management buyouts
    • Tax-advantaged investment structures
801 Skokie Boulevard, Suite 220  ·  Northbrook, Illinois 60062  ·  Phone: 312.644.3500  ·  Fax: 847-861-6201