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Professional Services

Juris Advocates & Solicitors 's representation of professional services companies includes litigation, corporate transactions, strategic business advice, and tax planning, as well as trust and estates work for individuals in those professions. Although these clients are generally domestic, we have provided counsel to foreign professional services companies doing business in the United States.

Our attorneys have had extensive experience defending professionals, including consultants, accountants, against claims of malpractice, negligence, gross negligence, breach of contract, and unfair and deceptive trade practices in situations involving audit services, bookkeeping, compilation of review services, financial forecast and projections, tax preparation, opinions, investment advice, management advisory service, and special examinations.

Our professional services clients, many of which are privately-owned or closely-held, receive comprehensive strategies at all stages of the business lifecycle--from initial formation through later stages of funding, formation of Boards of Directors, Advisory Boards and related committees, periods of growth and contraction, succession planning, structuring of compensation, strategic acquisitions, sales of the entire company or divisions, and in certain cases, planning for, and gaining access to, the public markets. We routinely counsel our Professional Services clients in private financings, as well as in merger negotiations, and provide advice with regard to selecting or changing corporate types and on matters of fiduciary duty.

Involved in counseling clients on the right form of organization for their enterprises, our tax attorneys also provide advice with regard to the structure of executive compensation packages, the interaction between business tax planning and estate planning, and the tax aspects of particular business and financial matters that arise in the normal course of business.

Private Clients
These clients range from high net worth individuals and their families to owners of closely held businesses, corporate executives and trust companies. Our services include lifetime and death-time estate planning, business succession planning, estate administration, trust administration, the creation and operation of charitable foundations and the related areas of estate, gift, generation-skipping transfer tax and income taxation. The professionals of our affiliate, provide specialized financial planning services to wealthy individuals and their families.

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