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Services 2019-12-28T13:24:20-05:00

A full-service law firm with a boutique feel

There is no reason that individuals and small- and medium-sized businesses should not have access to the same high-quality legal representation available to larger companies. At Legacy, we strive to provide the same top-quality advice and services offered to larger businesses, and provide them in a more efficient manner, using modern technology used by businesses today, in a way that the big players cannot. We are nimble. We can make decisions quickly. We can out maneuver the competition that may be delayed with bureaucracy. We get to know your family and family dynamic to help you better create and safeguard a lasting legacy. We pay attention and stay out in front of the issues that are important to you, your family, and your business.

If you are looking for a long-term partner that will invest in you and your business, Legacy.law is for you. We love working with clients that have a strong sense of self, know who they are, know where they are going, and that always keep their long-term objectives top-of-mind. Clients with proper perspective.

Clients that want to make informed decisions based on the bigger picture, to further their legacy.

For more information on the services we offer, please explore the tabs below or the articles on our blog.

For a successful business, creative and accessible legal solutions are essential.

Whether you need help buying, starting, or selling your business, or anything in between, look no further. We provide comprehensive services for businesses and business owners geared toward helping you make your business more successful and solidifying your business legacy. Whatever your business might need, we are ready to help.

Below is a list of some of the business services we provide.

Corporate

  • Business Planning, Formation
  • Entity Selection and Conversions
  • Business Startups, Sales, Mergers, and Acquisitions
  • Outsourced General Counsel
  • Guidance on Corporate Governance and Fiduciary Duties

Intellectual Property

  • Branding Protection
  • Copyright, Trademark, and Trade Secret filings and protection
  • IP Monetization
  • License Agreements

Contract Management

  • Drafting, Review, and Negotiation of Contracts
  • Relationship Management for Vendors, Suppliers, and Customers
  • Contract Amendments and Modifications
  • Separation and Termination Agreements

Employment Services

  • Employment Agreements
  • Employee Handbooks, Employment Policies, and Best Practices
  • Employee and Executive Discipline and Terminations
  • Severance and Separation Agreements

Real Estate

  • Purchases and Sales
  • Real Estate Deeds and Property Transfers
  • Real Estate Financing
  • Real Estate Tax Planning

Business Succession Planning

  • Buy-Sell Agreements
  • Family Limited Partnerships
  • Coordination of Business and Estate Planning Services
  • Ownership Transfers and Transition Planning

Nonprofits

  • Startup, Formation, and Organizational Documents
  • Applications for Tax-Exempt Status
  • Nonprofit Governance
  • Charitable Gift Planning

The estate planning process is essential to creating a lasting legacy.

Whether you want to provide for your family, avoid probate, plan for continued business operations, or leave a charitable legacy, we will discuss your options with you and guide you through the process.

Below is a list of some of the estate planning and probate services we provide:

Estate Planning

  • Comprehensive Legacy Planning
  • Wills, Trusts, Powers of Attorney, Health Care Directives
  • Incapacity and Long-term Care Planning
  • Gift and Wealth Transfer Strategies

Special Purpose Trust Planning

  • Gun Trusts
  • Asset Protection Trusts
  • Life Insurance Trusts
  • Supplemental Needs Trusts
  • Spousal Lifetime Access Trusts

South Dakota Trust Planning

  • South Dakota Dynasty Trusts
  • Domestic Asset Protection Trusts
  • Privacy Trusts
  • Estate and Income Tax Planning

Business Succession Planning

  • Buy-Sell Agreements
  • Family Limited Partnerships
  • Coordination of Business and Estate Planning Services
  • Ownership Transfers and Transition Planning

Charitable Planning

  • Charitable Gifting Strategies
  • Charitable Remainder and Lead Trusts
  • Donor Advised Fund Planning
  • Business Sale Strategies

Probate and Estate Administration

  • Trusts and Estate Administration
  • Probate and Appointment of Personal Representative
  • Resolution of Creditor Claims
  • Asset Distribution

Contested Proceedings

  • Contested Trusts and Probate Disputes
  • Fiduciary Litigation
  • Exploitation of Vulnerable Adults
  • Guardianships and Conservatorships

If you find yourself in litigation, you’ll want a zealous advocate in your corner.

We have helped countless clients successfully navigate the litigation process. When you find yourself embroiled in a complex, contentious, “bet the company” type of dispute, turn to your trusted advisers at Legacy.

Whether you find yourself in a dispute with a business partner, competitor, vendor, employee, or family member, we will guide you through the litigation process and work to achieve the best outcome for you. We will help you develop and execute creative and effective litigation strategies, always keeping in mind your long-term goals and desired legacy.

Below is a list of some of the types of litigation matters we handle:

Business Litigation

  • Contract Disputes
  • Employment Disputes
  • Business Ownership Disputes
  • Shareholder and Fiduciary Disputes
  • Real Estate Disputes

Trust & Estate Litigation

  • Contested Trust and Estate Proceedings
  • Probate Proceedings
  • Valuation Disputes
  • Actions for Appointment or Removal of Fiduciaries
  • Trust Terminations, Decanting, and Modifications
  • Guardianship and Contested Conservatorship Disputes

Let us help you resolve your dispute outside of the courtroom.

When you find yourself in a dispute, litigation is always an option. But first attempting to resolve the dispute through mediation may be a better option for both parties. Mediation is far less expensive, is a confidential process, and often fosters the communication necessary to help the parties reach resolution

We are problem solvers and enjoy facilitating the resolution process. We don’t tell either side what to do. Rather, we help the parties better understand the other side’s position and develop creative options and solutions to help the parties find common ground.   

Below is a list of some of the types of mediation matters we handle:

Business Disputes

  • Contract Disputes
  • Employment Disputes
  • Business Ownership Disputes
  • Shareholder and Fiduciary Disputes
  • Real Estate Disputes

Trust & Estate Disputes

  • Contested Trust and Estate Matters
  • Trustee or other Fiduciary Disputes
  • Valuation Disputes
  • Distribution Disputes
  • Family Business Disputes
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