General Counsel

• Serve as general counsel for families.
• Design and counsel families on the optimum legal structures and moves to avoid unnecessary taxes, probates, legal proceedings, and other avoidable problems.
• Involve, train, and coordinate a team of advisors, including an accountant, banker, financial planner, life insurance underwriter, and property and casualty insurance underwriter.
• Provide and review do-it-yourself preventive law documents.
• Assist clients in locating attorneys for specialty areas.
• Prepare to avoid lawsuits within or outside the family; to mediate, arbitrate or otherwise assist in settling disputes without lawsuits.
• Prepare mortgages, deeds of trust, contracts for sale, security agreements, promissory notes, and other commercial or collateral agreements.