New Federal Reporting Requirement for Beneficial Ownership Information (BOI)

BUSINESS FORMATION

At D’Alessio Law, we support our client’s entrepreneurial nature and recognize there is much overlap between estate planning and business planning. In collaboration with our client’s tax advisors, we assist with the formation and structuring aspects necessary to provide our clients’ businesses with a solid legal foundation.

Our services often include:
Formation of LLC’s, corporations and partnerships
Internal documents such as Operating agreement and Bylaws
Assignment and transfer of ownership interests
Resident agent services

PRENUPTIAL / POSTNUPTIAL AGREEMENTS

A Prenuptial Agreement is an agreement made between two individuals who intend to be married and wish to define certain property and support rights in the event the marriage ends in divorce or death. To the contrary, a Postnuptial Agreement is the same type of agreement, but the individuals are already married. These types of agreements help define the parties’ expectations in the event of divorce or death and provide necessary protections that the terms mutually agreed upon will be honored.

DEEDS, AGREEMENTS & OTHER REAL ESTATE SERVICES

The accurate titling of real property is an integral part of our client’s estate plan. At D’Alessio, Law, we are equipped to draft and record the deeds necessary to satisfy our clients’ goals and wishes such as Life Estate deeds, deeds to trust, deeds adding a spouse to title of real property or a Quit Claim deed removing a former spouse from title of real property.

In addition, we offer other transitional legal needs which often include:
Commercial and Residential Leases
Agreements of Sale
Bill of Sales
Promissory Notes

GUARDIANSHIP

Sometimes guardianship is appropriate and necessary when a disabled person, known as a “ward”, lacks the ability to make responsible medical and financial decisions for oneself usually as a result of a physical or mental disability. Guardianship is the legal process by which the court appoints one or more individuals to manage the person and/or property of a ward who can no longer make such medical and/or financial decisions on his or her own. At D’Alessio Law, we are able to assist clients with all stages of the guardianship proceedings for both guardianship of an adult disabled person or a minor.

ESTATES & TRUSTS ADMINISTRATION

At D’Alessio Law, we understand that dealing with the death of a loved one can be both challenging and overwhelming. We are here to guide you through every step of the Estate or Trust administration process and are equipped to handle all the necessary pleadings and documents throughout so that you can focus on the personal aspects of losing a loved one. In addition to being regularly engaged by fiduciaries that require assistance with properly executing their duties as personal representative, trustee, or power of attorney, we also represent estates and trusts beneficiaries.

ESTATE PLANNING

At D’Alessio Law, we stress the importance that everyone should have an estate plan and not allow for the default laws of your State to dictate the distribution of your assets at death. We advise clients on all aspects of estate planning and break our process down into two phases. Phase One is the fact-finding process in which we meet with our clients to better understand their specific goals and wishes. Thereafter, we are able to prepare a uniquely tailored and customized estate plan aimed at providing our clients with peace of mind that all difficult decisions have been addressed.

Phase Two commences after the execution of your customized estate planning documents. We work with our clients to ensure the proper titling and beneficiary designations coincide with the newly implemented estate plan.

Through both Phases of the estate planning process, we utilize a collaborative approach with our clients other trusted advisors such as accountants, investment advisors, and financial planners, to ensure our most appropriate estate plan to achieve our clients’ goals and wishes. Since effective estate planning is an essential and ongoing process, we regularly meet with our clients to addresses changes in their family business and financial circumstances in conjunction with the then current tax code and other laws.

Our estate planning services often include:
Last Will and Testaments (“Wills”)
Revocable Trusts
Advance Directives
Medical Power of Attorney
Financial Power of Attorney
Irrevocable Life Insurance Trusts
Minor’s Power of Attorney
Trust for Minor Children
Special Needs Trusts