Estate Planning
ALTA handles all areas of estate planning, including review, preparation and drafting of last will and testaments, codicils, living wills, durable powers of attorney for financial and medical needs, and revocable and irrevocable living trusts. ALTA prepares and closes family limited partnerships, including the coordination of funding program, establishing valuation discount for “minority ownership and control” pursuant to Internal Revenue Code provisions and organizing gifting programs. Further, credited for writing copyright format of “straight line” revocable living trust with conversion features for tax credit shelter provisions. We also handle the preparation and filing, as well as administration, of estate probates and coordination with surviving interested parties in collection, accounting and distribution of estate assets. All services are provided under the coordinated efforts of supervising attorneys and licensed document preparers in this state.
Corporate
ALTA will draft and review corporate organization and reorganization documents including business acquisition agreements, stockholder agreements, asset purchase agreements, public and private securities offering memoranda, SEC Registration Statements and related disclosure documents. We will review, negotiate and draft your necessary employment agreements, management agreements, partnership agreements, license agreements, distribution agreements, lease agreements, security agreements and related lien instruments, escrow agreements, option agreements and other forms of corporate documentation. We will also assist you in your tax planning in all areas of corporate practice. All services are provided under the coordinated efforts of supervising attorneys and licensed document preparers in this state.
Real Estate
ALTA handles numerous real estate transactions including preparation, review and negotiation of contracts of sale, leases and loan documents. We can prepare warranty deeds, deeds of trust, escrow agreements, finance and refinance agreements and closing statements. We represent lenders such as Chase Manhattan Mortgage Company, Northwest Bank Private Banking Division and Mitchell Financial Services, Inc. in lending activities. We will review and settle loan packages involving Housing and Urban Development and private lender and seller carry-back financing. We also participate in numerous real estate continuing legal education seminars and workshops involving real estate law and related ethical considerations such as client representation and avoiding conflicts of interest. We will also assist you in your tax planning in all areas of real estate practice. All services are provided under the coordinated efforts of supervising attorneys and licensed document preparers in this state.
“The law is always changing, and this requires constant monitoring and updating of our legal documents to reflect the current law and legal requirements to best protect our client’s legal interests. No one does this better than ALTA ESTATE SERVICES, LLC through our legal research, coordination with our legal staff, client newsletters and education workshops which keeps our clients up to date with the most current laws.”
Asset Protection/Medicaid Protection
ALTA also specializes in the area of asset protection which includes protecting your valuable and hard-earned assets from creditors, judgments and lawyers. This secure the future financial security for you, your spouse and heirs. Though the combined use of corporate entities such as family limited partnerships, corporations and limited liability companies and asset protection trusts (the Medicaid Asset Protection Trust), we can help protect and preserve your estate assets from creditors’ claims and Medicaid Spend-Down (liquidation) statutes.
