Case Studies

We helped a group of software developers establish the optimal business structure for their startup with significant IP and growth potential. After analyzing their goals and financial situation, we established a Delaware C-Corporation with comprehensive bylaws, shareholder agreements, and IP protection protocols. This structure protected the founders' interests while positioning the company for future investment and growth.

When a manufacturing client faced problematic liability clauses and unfavorable payment terms in a critical vendor contract, we conducted a comprehensive review and developed a tiered negotiation strategy. Our team successfully renegotiated the agreement to include limited liability provisions, clearly defined performance metrics, and more favorable payment terms, reducing risk while preserving the business relationship.

For a family with substantial assets including real estate, business interests, and investments, we developed a customized estate plan featuring a revocable living trust, asset protection trusts, business succession planning, and a charitable remainder trust. This comprehensive strategy reduced potential estate tax liability by over $1.2 million, protected family assets from creditors, and created a structured inheritance plan aligned with the family's values.

For parents of a child with significant disabilities, we created a specialized estate plan centered around a third-party special needs trust. The trust was carefully structured to preserve eligibility for essential government benefits while providing supplemental funds for enhanced quality of life. The plan included detailed provisions for housing, medical care, and educational opportunities, providing the parents with peace of mind about their child's future.