Richard focuses on providing general corporate and tax law solutions for businesses and their owners. Richard has diverse experience representing businesses in mergers and acquisitions, sales to key employees, credit facilities, venture capital and private equity financings, shareholder agreements, and in other general corporate matters. For early-stage companies, Richard also helps Founders address formation, financing, employment, incentive compensation plan, and general operational issues, so that the Founders can keep their attention on the business. For nonprofit entities, Richard has experience advising on formation issues, obtaining tax-exempt status, maintaining compliance with IRS and state requirements, establishing grant making procedures, and winding down defunct organizations.
Richard compliments his corporate practice by providing tax and estate planning solutions for individuals. Whether or not you are a business owner concerned about succession planning, a thoughtful estate plan is necessary for all individuals and families who want to reduce their estate tax exposure and protect their legacy by implementing a controlled inheritance structure. A typical estate plan may incorporate a variety of instruments and Richard has experience drafting revocable and irrevocable trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, qualified personal residence trusts and grantor retained annuity trusts.