Business & Real Estate
Choosing the optimal structure for your business — LLC, “S” or “C” corporation — is critical in limiting personal liability and determining the best path for success.
We have years of experience guiding the purchase and sale of your home or investment property. If you’re a business owner, we can help shelter you from liability, plan how to pass your enterprise to the next generation, or sell the business.
The retirement, disability, or death of a business owner can trigger a variety of crises capable of destroying a business that took decades to build. Frequent questions and concerns include:
- Who will run the business after you?
- Will your spouse, children, or other heirs continue to benefit financially from the business? How and for how long?
- If one of your heirs were to take over the business, how would you ensure parity for the heirs who are not active in the business?
- Have you in-law proofed your estate?
- Will your family have to sell the business in order to pay federal and state estate taxes?
- Would your business partner(s) be able to buy-out your ownership stake?
Buying and selling personal or business property can be stressful — especially when considering both the current implications and estate ramifications of the purchase/sale.
Real estate law is the foundation upon which our practice grew and it remains a key offering. Our services to residential and commercial real estate clients include:
- Drafting, review and negotiation of purchase and sale agreements
- Review of financing arrangements
- Advance title examinations and clearing title problems
- Deed preparation
- Real estate transfer planning (e.g., anticipating capital gains, considering tax-efficient alternatives, and timing of transactions)
- Seller financing
- Co-ownership agreements
Let us help protect your investment. To learn more, schedule a call with us today.
Articles by Borchers Trust Law GroupVIEW ALL
The Supreme Court ruled that inherited individual retirement accounts aren't protected in bankruptcy. The issue now becomes how to protect these plans within a solid estate plan.
Just like most things in life, your trust or estate plan needs a regular checkup. Giving your plan the attention it needs on a recurring basis will not only keep it up to date with your own goals and new laws, but will also bring peace of mind. If this has left you worried and […]
Our own Marc Cusano, Esq., has been honored as a “Rising Star: Super Lawyer.” The designation is bestowed by the Super Lawyers subsidiary of Thomson Reuters and recognizes just 2.5% of attorneys — the very best of the best. Super Lawyers selects attorneys using a patented process combining peer nominations, evaluations, and independent research. […]
Looking at your bank account, it’s easy to think that gifting money to a child as part of your budget just isn’t feasible. You may have a mortgage, car payments, credit card bills – and all the other day to day expenses that make a big dent. However, if you are pushing slowly and surely […]
We are pleased to welcome Will Lane to the firm as an attorney serving clients in probate, estate, and trust administration. His practice includes preparation of estate tax returns and estate trust accountings. Will has significant experience advising those appointed to serve as a Person Representative or Trustee through the setup and ongoing administration of […]
You know your kids love you. You know they love the vacation house they’ve enjoyed every summer since childhood. And you’re sure they’ll love the idea of inheriting that home when you pass away. But what if you’re wrong? What if they can’t afford the taxes and maintenance? What if their spouse(s) already have access […]
Attorneys who practice any level of estate planning are, at this very moment, standing on hallowed ground. Understanding lifetime gift limitations is an ongoing process due to new legislation.
Suppose your daughter inherits from you through an Inheritance Trust, and she wishes to pay off her mortgage with the trust funds. As her own trustee, she’d have the authority to do that without even having to weigh the idea against the the terms of the trust.
Our Review and Refinement support program is established to keep the lines of communication open between us and our clients throughout the year. Whether there is an unexpected turn of events prompting legal advice, or the peace of mind that comes from a yearly review and refinement of your estate plan, we can tailor support […]
Estate plans are not intended to be a one-and-done project. They are living documents that should reflect your current situation, needs, and goals. That can only be achieved via regular reviews, and Borchers Law makes it easy to accomplish that via several customized estate plan services: Update Checklists Review and Refinement ILIT Service The benefit […]
probate | noun | PRO-bate. Settling the estate of a loved one. Usually drawn out, expensive, unpredictable, and frustrating. No more. Our TrustCASE™ system provides for quick family-lawyer collaboration, predictable legal services, and a single, flat fee. Why TrustCASE? To be honest, as lawyers we’d rather be loved than to be seen as part of […]
Recently we had the pleasure of working with an older couple on their relatively straightforward estate plan. We enjoyed going through our usual planning steps with them, and came up with an estate plan that suited their needs and needs of their family very well. But as it would turn out, their unfunded trust would […]
Congress is poised to enact a major tax law overhaul that could make fundamental changes to the way you calculate your federal income tax bill and the amount of federal tax you will pay. While Congress shapes the new law in conference committee, do you wonder what you could do now to realize tax benefits […]
It’s easy to stay organized. Your family will appreciate it. Since 2005 the Borchers Law Asset Trust Organizer™ (ATO) has helped clients identify and develop the most advantageous method of funding their estate planning and trust needs. The ATO offers a wide range of advantages, including: Complete funding instructions The ATO lists all assets, states […]
While it’s nearly impossible to plan for every one of life's contingencies, it is possible to create an effective and comprehensive estate plan. While good estate planning anticipates your death and disability, great estate planning reflects your chosen legacy.
How to Make Sure Your Children Don’t Lose Their Inheritance: Why the Inheritance Trust™ Is a Win-Win for Everyone
With increasing rates of life expectancy, multiple marriages and the ability to survive disabilities and injuries, the need to protect what we hand down to our heirs also increases. The best way to address these challenges is by implementing an estate plan that includes a lifelong trust for each child.
“If something bad happened to me, or I suddenly passed away, who would take care of my children?” It’s not a pleasant thought, but if you’re a parent, it’s highly likely that you’ve asked yourself this question numerous times. Appointing a legal guardian for your kids is a weighty decision -- but it’s a decision that must be made, nonetheless.
A story that I like to tell to help explain what a trust is involves my family. I have three young girls ranging in ages from eight to two. We have a routine on Friday nights where we get together, make popcorn and watch a movie. My two year old is at the stage where […]