Each day, your life is in some way influenced by income tax, estate tax or other legal issues affecting your assets, business or estate. That is why you need someone who speaks your language and understands both your situation and the applicable legal issues, making your life just a little easier.

We at Lavelle & Finn work with you to ensure your objectives are met. Our hands-on, personal approach is designed to make sure you feel comfortable and fully informed. You are not simply a client at Lavelle & Finn – you are part of the family.



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ESTATE PLANNING, WILLS, TRUSTS & ADMINISTRATION

Estate Planning & Elder Law

Well-designed estate planning efficiently transfers your assets to your family and designated beneficiaries while minimizing costs, taxes and delays. Our team works with you to identify your individual goals and maneuver through state and federal laws. We are there to safeguard your plans and your family’s future.

Asset Preservation

We are familiar with the full range of pitfalls associated with asset preservation. We take a multidisciplinary approach to help you keep what is yours, deploying protection against taxes, potential creditors and predators.

Estate Administration & Probate

We are there for your family when tragedy strikes. Continuing your care for them, we work with your survivors to manage your estate as efficiently and cost-effectively as possible. Your family’s interests are our interests.

BUSINESS TRANSACTIONS

Corporate & General Business Counseling

Getting comprehensive legal guidance for your business on a day-to-day basis frees you up to effectively run your business. We make ourselves accessible to you with the timely assistance you need to make sound decisions –on time, every time.

Mergers, Acquisitions & Private Equity

We are always here to advise you on attracting strategic partners or new capital, planning the sale of your business or purchasing another, or successfully implementing major transactions. Our team of dedicated professionals has the legal insight and business relationships that will help your new venture succeed.

Business Succession Planning

Assuring that your family business passes to the next generation is the last test of greatness for any business owner, and, therefore, planning is essential. We work with you to develop a succession strategy and provide the legal framework you need to ensure your business follows the path you have outlined.

Commercial Real Estate

We work with developers, contractors, investors, lenders, and business owners across all levels of real property acquisition, development, leasing, and sales. In such complex deals, you want a single point-of-contact and end-to-end provider to address your needs. You can count on us to structure transactions for maximum tax and asset protection through negotiating, drafting, and implementing the operative transaction documents.

TAX CONSULTING

Income Tax Planning & Compliance

Income taxes are increasingly major budget line items for businesses and business owners. We work with you year-round to identify strategic opportunities that will ultimately help you preserve more of your income and build assets. Our tax professionals can assist you in structuring your business transactions in the most tax efficient manner and also ensure that your business operations and transactions are properly reported to the appropriate taxing authorities.

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