Fundamentals of Administering Nested Funding Business Entities By: Barry E. Haimo, Esq. March 6, 2022 Forming nested funding business entities is a big move. And administering them properly is critical to successfully enjoying many asset protection benefits. Here are...
What Can I Expect the Process of Representation to Be Like? Click here to view our Representation Road Map. First, we will send you a brief introductory questionnaire. Acquiring information in advance helps focus our meeting together. We will then sit down...
Where is the Initial Meeting? Family and business dynamics are extraordinary in nature. Each family and business is unique and you can imagine how estate and business planning can get extremely personal. It is for this reason that we generally meet clients...
What is an Engagement Agreement? An engagement agreement reflects the material terms of representation. We have learned through experience that clients prefer a concise outline of what they can expect from the firm and what the firm can expect from them. These terms...
Why Do I Have to Sign an Engagement Agreement? Generally, it is the firm policy not to proceed with representation unless first obtaining an executed version of our standard engagement agreement. It’s important that there exists a clear understanding of the terms of...