Services

Trust Estates

As a former tax attorney with PriceWaterhouseCoopers, Attorney Bayard de Volo has experience preparing tax returns for trusts and is experienced in estate taxation. Our firm routinely prepares

1. Revocable Trusts
2. Irrevocable Trusts
3. Child Trusts
4. Special Needs Trusts
5. Trust Administration
6. Trust Amendments

$550 Offer: Complete Will and Trust Package – 100% Attorney Prepared!

You get in a Nine-Tab Note Book all of the Following:

• Revocable Trust;
• Pour Over Wills for each Spouse;
• One (1) Grant Deed to transfer the real property to the trust (each additional property is an extra $125 plus notary and recordation);
• Certificate of Trust;
• Transfer of Personal Property to Trust;
• Transfer of Business to Trust, if applicable;
• Medical Directives (medical Power of Attorney) for each Spouse;
• HIPPA forms;
• Guardianship Nomination (if applicable);
• Letter to Client Explaining Trusts; and
• Letter to Client Regarding Estate Tax Exemption

Business and Transactional Law

We represent corporations, limited liability companies (LLCs), partnerships, and sole proprietorships in all areas of business and transaction law.

Entity Formation and General Corporate Representation

We help clients choose a form of business entity suitable for a client’s business, review the tax implications of each entity choice, review capitalization choices and shareholder issues, and generally counsel clients on starting a business from incorporation to issuing shares of stock or ownership interests.  We provide comprehensive legal support for stock issuances, ESOPs, preferred stock, annual minutes and corporate resolutions, and maintenance of the business entity.

Contracts

We prepare well thought-out business contracts of ever kind, including professional service agreements, general contractor agreements, indemnification agreements, buy-sell agreements, options, settlement and work-out agreements, business asset purchase and sales agreements, leases, warehouse and shipping documents, and many more.

Real Estate Law

Attorney Bayard de Volo has gained real estate expertise first hand as principal of a real estate investment company. The Real Estate law practice involves structuring, negotiating, documenting and, when necessary, restructuring a full range of transactions. We offer an efficient and thorough due diligence review of property conditions and legal obligations as well as an assessment of future opportunities. Attorney Bayard de Volo is also licensed as a real estate broker.