Practice Areas
I focus my practice in four primary areas: business planning, estate planning, charitable organizations and real estate transactions.
BUSINESS PLANNING (read more)
I offer my business clients a broad scope of legal services. I help clients select the best form entity for doing business. In addition helping clients with all forms of major business transactions, I assist clients in structuring, negotiating and documenting the terms of business arrangements necessary for the ongoing operation and expansion of their businesses.
We have extensive experience in negotiating and drafting:
- Basic corporate documents and LLC operating agreements
- Distribution and OEM agreements
- Compensation arrangements and employment agreements
- Independent Contractor agreements
- Management agreements
- Shareholder agreements
- Stock option plans
CHARITABLE ORGANIZATIONS (read more)
I enjoy serving tax-exempt organizations. My passion for and commitment to the nonprofit community in the South Puget Sound, allows me to bring unique value tax-exempt organizations. I provide advice on issues arising in all phases of a tax-exempt organization’s life cycle, including the preparation and filing of the application for recognition as a tax-exempt organization. I also advise on the full range of daily operations, from fundraising to sponsorship agreements to employment matters. I also assist with structuring transactions and alliances with other organizations.
WILLS AND TRUSTS (read more)
If you need a will or a revocable living trust, I can help. I have formed many family limited partnerships and liability companies for families who are interested in transferring wealth to kids and grandkids while retaining control over the business and its underlying assets.
REAL ESTATE AND TAX DEFERRED EXCHANGES (read more)
I represent individuals and businesses in real estate transactions. I draft both residential and commercial purchase and sale agreements, and I have substantial experience in preparing commercial leases. I also devote a large part of my practice to serving as a qualified intermediary in Section 1031 tax-deferred exchanges.
I own and operate Vitalbridge Exchange Services, L.L.C., which is devoted exclusively to helping people complete Section 1031 tax-deferred exchanges.