Legal Services Provided By Goodson Manley Forakis PLC

Legal Services Provided for Families:

• Serve as general counsel for families.
• Design and counsel families on the optimum legal structures and moves to avoid unnecessary taxes, probate, legal proceedings and other avoidable problems.
• Involve, train and coordinate a team of advisors, including an accountant, banker, financial planner, life insurance underwriter and property & casualty insurance underwriter.
• Prepare and process Wills, Living Wills, Durable General Powers of Attorney and Health Care Powers of Attorney.
• Prepare and process Revocable Living Trusts (ABQD, AB or single grantor), related tax and other documents with all special provisions.
• Prepare and process Irrevocable Trusts for life insurance and for the splitting of income to minors.
• Prepare and process Charitable Trusts of all types, including Annuity Trust, Unitrust, Charitable Lead Trusts and Charitable Funds within a community foundation.
• Prepare and process all documentation necessary for private annuities, installment sales and other freezing techniques.
• Handle legal proceedings for probate, guardianships, conservatorship, adoptions and name changes.
• Advise and counsel on how to document a family’s financial status to qualify them for lines of credit or loans.
• Advise on how to integrate multi-generational families to minimize taxes and problems.
• Design and implement Buy and Sell Agreements.
• Set up foundations, non-profit corporations and other charitable structures.
• Handle the transfer of all assets and rights between persons, businesses and other legal structures.
• Involve, train and coordinate a team of business advisors including bankers, management consultants, financial planners, accountants, life insurance underwriters, property & casualty underwriters and marketing consultants.
• Advise on techniques for collecting debts or protecting a business against the collection of debts.
• Advise on how to document the financial status of the business so it will qualify for lines of credit or loans.
• Advise and arrange for retirement plans (i.e., pension, profit sharing, Keogh, IRA, 401(K), thrift and ESOP).
• Prepare detailed business plans for tax reduction, legal problem avoidance and greater profitability.
• Handle all transfers of assets from individuals to trusts or to businesses.
• Prepare to avoid lawsuit within or outside the family; to mediate, arbitrate or otherwise assist in settling disputes without lawsuits.
• Prepare and implement Pre-Marriage Agreements, Post-Marriage Agreements or Divorce Agreements to clarify, simplify and organize the spousal relationship.
• Prepare Mortgages, Deeds of Trust, Contracts for Sale, Security Agreements, Promissory Notes and other Commercial or Collateral Agreements.
• Provide and review do-it-yourself preventative law documents.
• Assist clients in locating attorneys for specialty areas.

Legal Services Provided for Businesses:

• Serve as outside counsel for a business.
• Counsel on forming a business, advantageously structuring it and raising capital.
• Prepare all documents to form a corporation, limited liability company, partnership or sole proprietorship.
• Prepare all minutes of annual, periodic or special meetings of corporations, limited liability companies, partnerships or sole proprietorships.
• Prepare fringe benefit packages for businesses to maximize tax savings.
• Prepare copyrights, patents, trademarks and trade names.
• Prepare corporate documents to liquidate, merge or sell a business.
• Advise clients on common commercial problems.
• Structure agreements with supervisory employees (key persons), non-supervisory employees, independent contractors and customers/clients.
• Set up procedures for settling disputes within and outside the business.
• Perform “audits” of legal documents involved in a business and make recommendations to bring the structures up to speed.
• Prepare documents to avoid lawsuits, to mediate, arbitrate or otherwise assist in settling business disputes without lawsuits.
• Prepare agreements for the sale of business enterprises, prepare routine business agreements for the sale or leasing of goods and prepare basic Uniform Commercial Code forms and transactions.
• Prepare Promissory Notes and various Collateral Agreements, Mortgages, Deeds of Trust, Agreements for Sale, Subdivision Trusts, Personal Guarantees and otherwise handle loan transactions.
• Assist clients in qualifying for loans.
• Handle real estate sales, financing and construction, including the preparation of escrow instructions, purchase agreements, option agreements, easements and the assessment of preliminary title reports.
• Handle leasing transactions.
• Tax advice and counseling for mergers and acquisitions of a complex type.

Assistance in Legal Areas Outside of Our Specialty:

We will connect you with a qualified legal specialist in the following areas of law:

• Anti-trust suits.
• Bankruptcy proceedings.
• Commercial litigation.
• Construction law.
• Criminal proceedings and incarcerations.
• Divorces.
• Drunk driving and other traffic violations.
• Employees’ suits or administrative proceedings.
• FCC – radio, television.
• Government relations or lobbying.
• Malpractice suits.
• Patent, copyright and trademark laws (researching and obtaining them).
• Personal injury suits.
• Securities work, including all legal work for sales, bonds and syndications.
• Securities litigation.
• Tax litigation.
• Transactional tax planning.
• Utilities regulation.
• Venture capital financing.
• Workmen’s compensation claims.

For additional information, please call (602) 252-5110.

For additional legal briefs, visit our website: www.goodsonmanleyforakis.com

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