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Business Law & Estate Planning for Privately Held Companies & Their Owners Est. 1997

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Page 1: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

Business Law & Estate Planning for Privately Held

Companies & Their Owners

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Page 2: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

Trusted Legal Counsel for Your Business and Your Family

Getting a new business off the ground, growing it

or preparing it to pass on to others requires careful

planning to ensure success. And, as your business

progresses through its various stages, having trusted

legal counsel and an estate plan to protect all you

have worked for is critical. At MendenFreiman, our

highly skilled business and estate planning attorneys

guide clients in making decisions that protect your

business and your family.

Page 3: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

WE ARE PROBLEM SOLVERS

In addition to law degrees, most of our attorneys have earned

advanced degrees in business, accounting or tax, and several are

former certified public accountants. This diverse combination of legal,

management, tax and financial expertise sets our firm apart. Our

privately held business clients trust us to help them solve complicated

business-planning and transactional matters, particularly where taxes

are an important consideration.

PRACTICE SECTORS− Automotive − Manufacturing − Distribution − Service − Technology − Real Estate − Construction − McDonald’s Franchisees

OUR PRIVATELY HELD BUSINESS CLIENTSRepresentative private business clients include companies with domestic and international operations:

− Family-Owned Businesses

− Closely Held Businesses

− Franchisees

Page 4: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

In addition to transactional and outside general counsel

services, we guide and assist our privately held business

clients and their families with matters involving estate

planning and estate administration including wills, trusts,

charitable planning, probate and federal and state taxation.

– George Menden, Cofounding Partner

Page 5: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

WE HELP BUSINESSES OWNERS ACHIEVE THEIR GOALSBusiness Counsel MendenFreiman has protected our clients’ business interests from inception to succession for nearly two decades. We begin each relationship with a thorough legal-needs assessment to get to know you and your business. We are then able to advise you on the steps we believe you should take to protect your interests and plan for the future. We routinely advise clients in a wide range of matters including ownership structuring, management successsion, commercial transac-tions, contracts and agreements, dispute resolution, corporate finance, tax planning and qualified and non-qualified employee benefit plans.

Estate Planning Protecting your lifetime of accomplishments with an up-to-date estate plan is vital. As the owner of a privately held business, your estate planning needs to extend beyond wills, living trusts and other common documents such as healthcare directives. Estate planning for business owners typically considers business assets, business ownership, management succession, creative real estate strategies and other techniques suggested by the assets and situation. No matter your current business stage, age or marital status, seeking expert legal advice will benefit you and those you love.

Page 6: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

Business and Estate Planning Attorneys

GEORGE D. MENDEN COFOUNDING PARTNER, CPA (Inactive)Highly complex mid-market transactions where tax and/or financial reporting considerations are most important to the transaction structure; estate and trust planning and asset protection for owners of privately held businesses.

PAIGE P. BAKER – PARTNER, CPA (Inactive)Business succession planning, business transactions and governance, with a particular emphasis on franchises, estate and trust planning and estate administration.

LAWRENCE (LARRY) H. FREIMAN COFOUNDING PARTNER, MBA Sophisticated wealth-transfer plans, complex buy-sell agreements and complicated partner agree-ments where multiple partners and businesses are represented; advanced estate and trust planning, integrating tax and business planning techniques.

JAMES (JIM) R. KANNER – PARTNER, LL.M. IN TAXATIONBroad business practice from formation (including private equity and venture capital) through growth, to sale; tax planning, executive compensation, estate and trust planning.

Page 7: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

MAX R. LAFER – ASSOCIATECorporate and transactional matters, including business representation, entity structuring, incentive plans, licensing agreements and employment law; trademarks and copyrights.

LAURA B. TRAYLOR – OF COUNSELEstate planning, trust and estate administration, complex estate issues, business formation and business succession planning.

View full attorney bios on the MendenFreiman website

JEFFREY (JEFF) J. MEEK – SENIOR ASSOCIATE, LL.M. IN TAXATIONBusiness structuring, transactions and governance, asset and trademark protection, income and wealth-transfer tax minimization, and business succession planning.

KATHERINE E. TRAINOR – ASSOCIATETrust and estate administration, complex estate issues, estate tax process and probate.

NATHAN T. JOHNS – PARTNER Commercial real estate in the retail, office and industrial sectors; business transactions and governance and business succession.

Page 8: Business Law & Estate Planning for Privately Held ... · 10/13/2016  · important to the transaction structure; estate and trust planning and asset protection for owners of privately

Committed to Your Business and Your FamilyLet us help you achieve your business and estate planning goals.

We will eliminate the uncertainties about the management of

your assets and provide strategies for wealth preservation.

CONTACT US TO START THE CONVERSATION.

5565 GLENRIDGE CONNECTOR, N.E. SUITE 850 ATLANTA, GA 30342 PHONE 770.379.1450 FAX 770.379.1455 MENDENFREIMAN.COM

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