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Transition & Estate Planning for Professionals & Business Owners
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Attorney Profile & Contact Us
Attorney Profile & Contact Us
COMPREHENSIVE FIXED
FEE SERVICES FOR
DENTISTS, PROFESSIONALS
& BUSINESS OWNERS. ALL FIXED FEE SERVICES
INCLUDE ONE YEAR OF
TELEPHONE & EMAIL
CONSULTATION. MOST
PROFESSIONAL SERVICES
AND COUNSULTATION CAN
BE COMPLETED WITHOUT
AN OFFICE VISIT.

SINGLE MEMBER ENTITY,
EQUAL & JUNIOR PARTNER
ENTITIES, GROUP
PRACTICE ENTITIES Fixed fee services include
securing the professional
charter in the jurisdiction of
practice. For a set fee, you
can be provided acquisition
documents and
agreements for new
partners. Transition
services include providing
precise purchase
agreements along with
detailed operating
agreement to manage
the new entity. Service
includes all revisions and
client conferences required
in developing the new
entity as well as all filing
fees and expenses. EMAIL MY OFFICE AND
RECEIVE A DETAILED
QUESTIONAIRE. The completed
questionnaire will be
reviewed and you will
receive a detailed
description of proposed
services along with the
total fixed fee. For the
year following formation,
all email and telephone
conferences concerning
your practice or business
are included in the fixed
fee. For fixed fee clients
there is no charge for the
initial consultation on any
future legal matter.

Transition & Estate Planning For Professionals & Business Owners

There are safe, secure and well regarded transition and estate planning actions available for the successful practitioner and entrepreneur. Whether utilizing real estate trusts, family partnership, umbrella partnership or other structures, you can maximize the value of your success and provide the best plan for your family with a few simple actions. After evaluating your specific situation, we will develop a plan to maximize value, minimize taxes and provide for orderly transition. You will know the total fee for service before we implement the plan.

 

Contact our office today!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

© Laird Morgan - Dallas, Texas Lawyer

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