Employer respresentation services to protect the interests of individual corporate officers and directors:
- Representation addressing harassment claims
- Guidance regarding risk assessment and prevention
- Assistance to employers in developing and implementing fair employment practices
- Compliance with state, federal and local laws and ordinances to insulate against exposure to employee claims and lawsuits
Services to employers related to Policy Manuals and Procedures include:
- Drafting, implementation and annual review of important business policy manuals and procedures
- Compliance policies
- Compensation packages
- Benefits policies
- Human resources practices
- Hiring and termination
- Employee discipline procedures
For more information about our Estates & Trusts services, contact:
Our Estates & Trusts Group offers a wide array of experience and assistance in the areas of estate planning, estate and trust administration, and charitable giving. Our Estates & Trusts Group is one of the largest and most sophisticated of its kind in our area.
We work with our clients to develop estate plans that seek to maximize the preservation of wealth both during life and upon death, and that also seek to minimize the potential for future conflicts among heirs and other future stakeholders. This planning often includes advice on how to protect clients’ assets from erosion by death taxes, long-term care costs, and other future claims. While our planning is focused on individual wealth, much of our planning work is with entrepreneurs and investors, where we work with our Business & Finance Group to meld private wealth planning with business planning.
Our Group also spends a great deal of time assisting our client’s personal representatives (i.e., Executors, Trustees, Guardians, etc.) in the management of wealth transfer, helping them to administer decedents’ estates, trusts, and guardianships of minors or incapacitated persons.
This Group’s services include assistance for clients in the following areas:
- Asset Protection Planning
- Charitable Giving
- Elder Law & Medicaid Planning
- Estate Planning & Family Wealth Preservation
- Estate Planning for Non-Citizens and Expatriates
- Estate & Trust Administration
- Guardianships
- Planning for Individuals with Disabilities and Special Needs Trusts
- Planning for IRAs and Other Retirement Benefits
- Probate, Estate and Fiduciary Litigation
Our Estates and Trust practice area has a broad geographic range, representing clients in the Greater Philadelphia area and Bucks County and Montgomery County, and throughout Central Pennsylvania, Eastern Pennsylvania, Central New Jersey and South Jersey.
Guardianship services include:
- Representation of family members in proceedings seeking guardians of adult incapacitated persons
Core Estate Planning Services include:
- Wills, and if appropriate, Revocable Trusts
- Powers of Attorney and Living Wills
- Beneficiary Designations for Life Insurance and Retirement Plans
More complex estate planning may involve the strategies using:
- Irrevocable Life Insurance Trusts
- Funded Revocable Trusts
- Transfers of business interests and certain investment assets via Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs)
- Grantor Retained Annuity Trusts (GRATs), Grantor Retained Unitrusts (GRUTs), and Grantor Retained Income Trusts (GRITs)
- Charitable Remainder Trusts and Charitable Lead Trusts
- Private Foundations
- Qualified Personal Residence Trusts (QPRTs)
- Sales and gifts to Irrevocable Grantor Trusts
- Domestic Asset Protection Trusts
- Limited Liability Companies and similar entities for family asset protection
- Qualified Domestic Trusts (QDOTs) for non-citizen spouses
Estate and trust administration services include:
- Administration/probate of estates and trusts of all sizes
- Representation of individual executors, administrators and trustees, as well as the largest of trust companies
- Post-mortem tax planning
- Maintenance of detailed fiduciary accountings
- Preparation of Federal and state estate and inheritance tax returns
- Assistance with the Decedent’s final income tax return and the estate’s fiduciary income tax returns
- Administration of all types of trusts including credit shelter (or “bypass”) trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, charitable remainder trusts, charitable lead trusts, grantor retained annuity trusts (GRATs), grantor retained unitrusts (GRUTs), and grantor retained income trusts (GRITs).
- Assistance with the trust’s fiduciary income tax returns
- Consultation in connection with the fiduciary’s duties under the trust instrument
Trademark Services Include:
- Patents
- Trademarks
- Copyrights
- Trade Secrets
- Unfair Competition
- Emerging Forms of Protection, including Internet Domain Names
Legal Services related to drafting and reviewing all types of technology-related contracts includes:
- Non-disclosure Agreements
- License Agreements
- Support and Maintenance Contracts
- Consulting Work for Hire Agreements
- Joint Development and Marketing Relationships
- Website Development Agreements
- Source Code Escrow Arrangements
For more information about our Business & Finance services, contact:
- Lisa A. Bothwell
- Janel Clause
- Susan A. Maslow
- Michael W. Mills
- Joanne M. Murray
- Peter J. Smith
- Adam M. Weiss
- Stephen M. Zaffuto
As companies grow, so does their need to manage financial, legal and operational challenges. Creating sustainable growth requires hard work, planning and a sound straegy, this is where AMM's business team can help.
Our business clients range from high-growth, early-stage companies and regional community banks to mature, closely-held manufacturing and licensing enterprises, as well as service companies and health care providers. We create long-term relationships with our clients as they rely on our integrity, capabilities and responsiveness to their questions and concerns. Our legal team anticipates the needs of clients as those needs evolve over the life cycle of the business.
Our Practice Focus:
- Mergers & Acquisitions
- Business Divorce
- Buy-Sell Agreement
- Contract/Drafting & Review
- Corporate Governance
- Corporate Record Keeping
- Corporate Transparency Act
- Entity Formation
- Financing
- Private Placement of Securities
- Software & Saas Licensing Agreements
- Employment, Shareholder, Partnership & LLC Operating Agreements
- Real Estate Purchases & Leases
- Succession Planning
- Executive Compensation, Including Equity Compensation & Alternatives
Industries Served:
- Manufacturing & Industrial
- Professional Service Providers, Including Accounting, Legal, Engineering,
Medical & Financial Advisory Services - Biotech & Pharma
- Technology/Software
- Real Estate Developers
- Nonprofit Organizations
- Restaurants & Hospitality
- Healthcare Providers
Complex Mergers and Acquisitions:
Few matters are more complex or have greater importance to business owners than mergers and acquisitions. AMM attorneys are experienced in developing and implementing creative strategies to position our clients, helping to maximize value whether they are a buyer, a seller, a lender, or an intermediary. Our attorneys are highly skilled deal makers with the knowledge and insight to guide you through the twists, turns and complexities of high stakes mergers or acquisitions.
Working closely with businesses of all sizes, from small entrepreneurial companies to mature entities, our team crafts custom solutions for every facet of your transaction. We take the time to understand your strategic objectives and bring years of practical business savvy to bear to ensure that the finance, tax, employment and intellectual property requirements of your deal are aligned to achieve your goals.
Our seasoned business attorneys regularly provide counsel in planning, structuring, negotiating, and consummating a varied range of relationships and transactions. Our services include:
- Transaction structure
- Non-disclosure Agreements
- Letters of Intent
- Due diligence
- Purchase Agreements
- Joint Venture Agreements
- Financing Documents
- Assistance with post-closing matters, including earn-out, working capital, escrow, and seller financing issues
Our business clients know that their attorney is a dedicated partner who understands their needs, goals, and the stakes involved in this meaningful phase of the life cycle and evolution of their business.
Representative Deals:
