Our tailored practice areas provide us with the flexibility and economy to deliver sophisticated legal solutions in a more personal and authentic way than traditional big firms, while still being able to assist clients with all aspects of legal services through our extensive network of referral sources.

We are proud of the fact that many of our clients have been with us for 10+ years and that the overwhelming majority of our business is from returning clients and referrals.

Practice Areas & Legal Services

Estate Planning

Our estate planning practice is driven by the knowledge that each client's situation is unique and requires an estate plan that is tailored to meet their individual objectives. We don't believe in a one-size-fits-all estate plan and find that most "standard" form documents will fail to adequately address the client's individual objectives.

We believe that estate planning is one part strategy and three parts communication. Communication is important not only between clients and their attorneys but also between the client and his/her partner or spouse, financial advisor(s), CPA, and other family members. Our goal is help clients communicate and to shape their plans in a way that promotes peace of mind and is reflective of what is important to them and their loved ones.

Our estate planning services include trust and estate administration, fiduciary consulting, probate, charitable planning, estate tax planning, family-owned business succession, and other multi-generational planning.

Self Directed IRA Consulting

The use of retirement funds to invest into "nontraditional" assets (e.g., real estate, closely-held companies, private lending, etc.) has grown dramatically over the past 10 years. Our attorneys have worked with thousands of clients who have utilized these unique investment structures. Legal and tax concerns that are often dealt with include: prohibited transactions and unrelated business taxable income (UBTI). Our attorneys are widely regarded as national authorities on self-directed IRA and IRA-owned LLC legal and tax matters.

Business Counseling Services

Whether an existing business or a new venture, our team regularly counsels clients on issues such as choice of entity, structuring of ownership and agreements, and tax consequences of various transactions during operation as well as upon sale or closing of the business. We strive to create a seamless partnership with our clients and their other professional advisors in order to provide clients with timely and responsive team-oriented solutions to most any legal issue that may arise.

Meet Our People

Our attorneys develop creative solutions with flexible fee structures in order to give our clients the maximum amount of control over their budgets, giving them the best legal services at a price that reflects the value we bring.

What We're Talking About

Earlier this week, I had my third official interview with the Government Accountability Office (GAO).  First, a little history…I was first contacted by the GAO in late 2013, for a study they had been asked to conduct ((by Senator Ron Wyden, D-OR) on so-called “Large Balance IRAs” (a real “eye of the beholder” term!).  This … Continue reading They’re BACK! … GAO conducting a third study of SDIRA marketplace

Read the full article »

Fee Arrangements

Our flexible fee structures are intended to provide the highest value to our clients by giving them a greater degree of control over their budgets. We believe that this fosters the best attorney-client relationships because it helps to remove any billing surprises or unexplained costs. Examples of these fee structures include:

Flat Fee

The success of a flat fee engagement rests on a realistic scope of work agreement (generally contained within a "Legal Services Agreement") that satisfies all parties. When engaging a flat fee (or "fixed price") model, arrangements are usually made to have payments received at agreed upon intervals, or at the end of the agree upon task. This model greatly benefits both parties as long as the work does not deviate significantly from the agreed upon "scope of services".

Capped Fee

While determining the "scope of services" is still vital to this strategy, capped fees provide some flexibility by creating a not-to-exceed billing ceiling. This model is favorable when both sides know there is a significant degree of unpredictability in the resolution of the legal concerns.

Billable Hour + Floor and Ceiling

This structure allows us to keep the traditional billable hour model as a base while protecting both us and our clients in the event that the volume of work is significantly lower or higher than anticipated.

Contact Us

Please Note

The building’s parking garage can be accessed off of Republican St. (alley behind building).