BUSINESS SERVICES

The complexities and dynamics of the business world are largely foreign to most attorneys and legal practitioners. Lawyers are just out of their element when it comes to the diverse issues business owners face. Questions and issues around state and federal taxes, financial matters and legal risks are uncharted territory for many law firms.

Legal professionals are educated and trained in the subtleties of law and generally have no background, education, training, experience or understanding about the nuances of running and operating a small to medium sized business. Meeting the basic demands of their legal practice is challenging enough for most attorneys.

Every day, small to mid-size businesses encounter a range of questions, challenges and problems with a complex web of issues involving taxes, financials and law so you need professionals who are uniquely skilled and equipped to attend to every facets of your business dilemma, not just the legal aspects.

DAEH LAW has exceptional business professionals who understand the complexities of the business world and the challenges small to medium sized business owners encounter at every stage of their lifecycle, including budgeting concerns, cost/benefit issues, federal, state and local tax implications, accounting and financial ramifications and the full range of beneficial and adverse legal considerations to take into account.

Our services include:

• Business Planning & Formation

• General Corporate Matters

• Emerging Business Issues

• Business Structuring (Partnerships, S-Corps And Limited Liability Companies)

• General Corporate Governance

• Employment Law

• Employer Retirement Accounts (Keogs/SEPs/SIMPLEs/401Ks)

• Employee Stock Ownership Plans

• Business Tax Planning & Forecasting

• Succession and Transition Planning For Business Owners

• Business & Commercial Litigation

• Mergers & Acquisitions

• Structuring, Negotiating And Documenting Transactions Including Acquisitions, Dispositions, Recapitalizations, Mergers, And Spin-offs

  TAX MATTERS

  Our tax practice is one of the foundations of the firm. We develop and implement everything from the basic and practical to complex and cutting-edge tax strategies to minimize our clients’ overall tax burden, and we have a proven record of proactively solving the most challenging tax problems.

  Our tax attorneys represent a unique combination of knowledge and experience that has elevated the firm’s reputation in the area of complex tax planning. They have multiple disciplinary backgrounds, placing a wealth and variety of experience at our clients’ disposal. These backgrounds include public accounting, in-house tax counsel to privately and publicly held companies, and private tax practice.

   Our attorneys stress the importance of considering tax implications at the outset of every transaction so that strategies can be effectively designed to minimize any negative tax implications, which often results in significant tax savings for many of our clients.

   Our services include:

   Tax Reviews & Opinions

  • Choice of Entity Issues

  • Tax Dispute Resolution

  • Tax Controversy Representation

  • Income Tax Planning & Forecasting

  • Sales And Exchanges of Real Estate

  • State Tax Nexus And Filing Issues

  • Cross Border Tax Issues

  • Tax Return Review & Preparation

  • Dispositions And Acquisitions of Businesses

  • Transactional Tax Planning

    ESTATE PLANNING

     Dynamic family issues, complex financial matters and challenging life decisions all come into play when planning and implementing an estate plan. DAEH LAW’s estate planning attorneys understand the difficulties you and your family faces and make the process easy, understanding and straight forward.

    Smart and resourceful, our estate planning attorneys work closely with you to identify the best strategies to meet your estate planning goals and financial objectives. We provide everything from basic estate plans (a will, power of attorney and health care directive) to the most complex estate planning arrangements and strategies. And all of our estate plans are structured to maximize wealth, minimize risk and uncertainty, limit tax liability and capitalize on favorable state and federal law.

     DAEH LAW works closely with individuals and couples of all shapes and sizes to plan, structure and implement unique plans tailored to your needs. Throughout the process, our attorneys educate you on the ins-and-outs of the legal implications and practical issues you and your loved ones can expect to encounter.

     Our services include:

     Wills And Testamentary Trusts

    • Revocable And Irrevocable Trusts

    • Estate Tax and Asset Planning

    • Financial Power of Attorney

    • Health Care Directives (aka Health Care Power of Attorneys)

    • Advance Directives

    • Business Succession Planning

    • Estate And Gift Tax Solutions

    • Prenuptial And Postnuptial Agreements

    • Trust And Estate Litigation

     

    WEALTH TRANSFER & PRESERVATION

     DAEH LAW works with you to design, implement and administer a wealth preservation plan and strategy that is uniquely tailored to your vision and goals for the future. Planning to minimize estate and gift taxes is essential and our estate planning attorneys are experts at implementing simple to complex strategies so that your transition goals and succession objectives are carried out in the most financially savvy and tax-efficient manner.

    A significant portion of our efforts is dedicated to working with you to create and implement a plan that recognizes your life needs while also providing for the appropriate transition and succession of your assets and values. The plans we design and implement allow you to feel confident that your financial and philosophical legacy will perpetuate after you’re gone, but also take into account the needs of your family, friends and loved ones.

    We also understand the importance of your family business and regularly help scores of business owners develop and implement successful plans and strategies to preserve and perpetuate their company for future generations, while also minimizing the impact of financial hardship, income tax liability and gift and estate taxes once your hard-earned assets are passed down.

     Our services include:

     Asset Protection

    • Beneficiary Representation

    • Charitable Giving

    • Estate And Gift Tax Planning

    • Income And Estate Tax Return Preparation

    • Estate And Trust Administration

    • Business Succession And Exit Planning

    • Generation-Skipping Transfers

    • Independent Trustee Services

    • Private Foundations

     

    PROBATE ADMINISTRATION

     The death of a loved one is one of the most difficult experiences in life and is often emotionally, mentally and physically overwhelming. DAEH LAW understands how challenging it is to lose a loved one and is mindful of all the stress and emotional difficulty it places on you and your family. DAEH LAW is sensitive to this delicate time and the effects it has on you so our attorneys specialize in providing guidance and answers to all of the legal and financial questions you have.

    We help you with everything throughout the probate and estate administration process, start to finish, which can and often includes state filings, court requests, petitions and approvals, appointment of personal representative and trustees, gathering and inventorying assets, notifying creditors, paying debts, income tax filings, estate tax filings and resolutions, distributing assets, and closing the estate.

     Our services include:

     Administration of Informal And Formal Probate

    • Petition For Appointment of Personal Representative

    • Inventory of Assets

    • Proper Notice To Creditors And Interested Parties

    • Notice To Commissioner of Human Services To Address Medical Assistance Liens

    • Preparation of Final Income Tax Returns And Estate Tax Returns

    • Distribution or Sale of Assets, Including Real Estate

    • Administration of Trusts

    • Inventory of Assets

    • Payment of Debts

    • Preparation of Fiduciary Tax Returns

    • Distribution of Sale of Assets, Including Real Estate