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 our business clients 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 and turns and complexity of a high stakes business merger or acquisition.
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 including:
• Transaction structuring
• Negotiating and preparing non-disclosure agreements and letters of intent
• Due diligence
• Negotiation of financing documents
• Negotiation and development of definitive agreements
• 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 businesses.
Representative Deals:
"Bucks County's Personal Injury Law Firm"
For a free initial consultation with an experienced Bucks County personal injury lawyer, contact:
When you have been harmed, physically, emotionally and economically by the carelessness of another, you need attorneys who can help. At Antheil Maslow & MacMinn, our attorneys have been helping injured clients for over twenty years. If you have been seriously injured or have lost a family member as the result of someone else's fault, we'll guide you through the case, from the insurance claim to the trial, explaining the process at each step of the way. We clearly communicate, to a claims representative, arbitrator, mediator or judge and jury, the losses you have suffered.
Convenient to you in Bucks and Montgomery Counties; AMM Attorneys offer aggressive representation anywhere in Pennsylvania and New Jersey. The aftermath of an accident can be overwhelming. Insurance companies may be contacting you. You may be unable to work and need income. Medical bills are looming and you are dealing with daily pain. There's never been a more important time for you to seek professional help. We're here to guide you.
As committed and passionate advocates on your behalf, our legal team begins helping right away by dealing with your health or auto insurance company to pay medical bills, recover lost wages and repair damaged property. You'll have questions ... we'll provide answers. There will be problems ... we'll get them solved.
Let our Personal Injury Practice Group help you: We've recovered for injuries from:
- Defective or Malfunctioning Products
- Falls Due to Hazardous Conditions of Real Estate
- Motor Vehicle Accidents
- Motorcycle and ATV Accidents
The materials contained on this Web site are designed to enable you to learn more about the services that Antheil Maslow & MacMinn, LLP ("the Firm") offers to its clients. This Web site and the materials provided are not legal advice and you may not rely on them as such. While the Firm may welcome the opportunity to provide legal services, your use of this Web site does not create an attorney-client relationship and communication with the Firm may not be subject to the attorney client privilege. As with any legal problem, you should always seek the advice of competent legal counsel in your own state.
How do I determine whether to classify my workers as employees or independent contractors?
The classification of a worker as an employee or independent contractor will depend upon the legal context. The most critical legal contexts for small businesses generally include federal employment taxation (FICA and FUTA), federal discrimination laws (Title VII, ADA, and ADEA), the Fair Labor Standards Act, the Employees Retirement Income and Security Act, and state workers' compensation acts. Certain industries, such as health care, may have further issues relating to the classification of workers.
Each context brings its own classification analysis, and in each context the standards for classification are highly subjective, and will depend upon facts and circumstances. A common thread among the contextual analyses is the ability of the employer to control the worker's duties, time of work, etc. (so-called "right to control"). There are no hard and fast answers to the classification question, and it is recommended that employers perform an analysis through legal counsel to document the basis for the determination, which takes into account the particular context.
Does my business need an employee manual or handbook?
In Pennsylvania, employers with as few as four employees are subject to the Pennsylvania Human Relations Act, which prohibits discriminatory and harassing treatment of employees based on gender, race, age or disability. The federal laws prohibiting such conduct apply to employers with as few as fifteen employees. Both the state and federal laws create a defense to certain types of discrimination and harassment claims if the employer has in place a procedure for making complaints about such conduct that has been distributed to employees.
Having policies and procedures published in a manual or handbook for the most common employment issues will save time and money, and prevent any claims of unfairness. If your employee handbook is prepared by a lawyer, you will have the added reassurance of knowing that your responses to these issues are consistent with the variety of federal and state laws that affect the employment relationship. Your employee handbook will allow you to avoid waste of time or resources, and will ensure fair treatment of valuable employees. This is true regardless of the size of the employer.
What is the difference between a corporation and an LLC?
There are a number of differences between a corporation and an LLC. There are also several different types of corporations. The differences affect how the company is taxed, how it operates, who can be a shareholder and a variety of other factors that are specific to each business. We would be happy to talk with you to discuss these differences as they relate to your business and help you decide what form your company should take.
What is a buy-sell agreement?
A "buy-sell" agreement is the name given to the document that is intended to set forth the exit plan for shareholders or partners. A well written document will provide specific direction for an equity holder who needs to disentangle him or herself long before the only options are retirement, bankruptcy or an expensive business divorce.
The document will determine: if the exit or decision to cease operations has to be unanimous; if a purchase by co-shareholder or co-partner is required; how long a disabled shareholder or partner has to be carried; if a spouse or other family member can inherit an equity interest in the event of death of a shareholder or partner; and, if a transfer of equity to a third party is permitted without the consent of the surviving shareholder or partner. The decision to exit, or need to see your co-shareholder or co-partner exit, may not be voluntarily. If discussed and planned before the fact, it doesn't also have to be messy.