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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
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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
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801 Skokie Boulevard, Suite 220 · Northbrook, Illinois 60062 · Phone: 312.644.3500 · Fax: 847-861-6201