PRACTICE AREA: ESTATE PLANNING, ASSET MANAGEMENT,
AND DECEDENT ESTATE ADMINISTRATION |
Is yours a young family; a more mature family with dependent children; an empty nest family with grown or no children; perhaps a family with a special needs member; or are you a single person with or without close family? We have many years of Elder Law experience to acquaint you with the estate planning tools available to you - wills; trusts; powers of attorney; Section 529 Plans; special needs trusts; prenuptial and postnuptial agreements - and to advise you concerning postmortem tax planning; gifting programs; retirement plan and asset planning; planning for nontraditional families; planning for seniors; and to undertake an estate planning project tailored to your unique needs.
In addition, as your attorney, Dennis Pheney is able to assist you in all aspects of decedent estate administration including probate, income and estate tax considerations, and the like.
PRACTICE AREA: CLOSELY HELD BUSINESS PLANNING AND FORMATION |
We have the experience to assist you at each step of your business experience, including assisting in selecting the best form of business entity to meet your needs; drafting of appropriate business governance and operation documents; legal advice regarding successful strategic planning; asset protection techniques; succession and life insurance planning options; and, as you wind down, buy-sell agreements and other business termination options.
PRACTICE AREA: REAL ESTATE |
As a licensed real estate broker and a lawyer with long experience in assisting sellers and buyers in real estate transactions, Dennis Pheney is in a unique position to assist you in such matters as listing agreements; understanding the various agency relationships offered by real estate licensees; disclosure statements; purchase agreements; earnest money deposits and escrow agreements; title commitments and policies; closing documents and the like.
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