PRACTICE AREAS | william-lee-pc

FINANCE

Whether you are seeking new financing or have issues with an existing loan, whether you are a consumer, a bank, a lender or an investor, we can help.
We have years of experience advising clients on the framework and drafting of financing agreements and loans.

We can also counsel clients on problem loans, negotiating exit strategies and structuring settlements. And when negotiations and settlements do not succeed, we can effectively litigate the issues.

REAL ESTATE

Buying, selling or investing in real estate can be a major and complex financial commitment and having an experienced legal partner at your side can lessen the stress and help you avoid mistakes. We can assist our clients in negotiating the terms, drafting the contracts and closing the transaction.

We also have long experience when real estate transactions do not play out as expected and a client needs to untangle their involvement with the real estate. When litigation is the only option, we can also counsel our clients through those challenges.

BANKRUPTCY

When business does not go as planned or personal financial obligations cannot be met, we can advise our clients on the process that is bankruptcy. In business Chapter 11 bankruptcies, we have counseled both debtors and creditors through all phases of a case.

In personal Chapter 7 and Chapter 13 bankruptcies we have experience with both debtors and creditors, both secured and unsecured. We have also advised clients in private workouts.

TRUSTS AND ESTATES

An open discussion about end of life practical matters is a necessary but very difficult endeavor. We understand this. We specialize in providing a calm and discreet yet thorough process designed to assure our clients that when the time comes a structure has been put in place that will fulfill the client's wishes and lessen the burden on surviving loved ones.

From simple wills to setting up complex trusts and through probate, our attorneys have experienced the full range of issues that surround estate planning. We take a comprehensive approach to estate planning. We listen very carefully to our client's goals, using years of experience to ask the right questions. We then educate our clients on their choices, making the most complex products and options understandable. And then we put a plan in place that uses all the available tools to achieve our client's goals.

Among the services we offer:

Writing Wills
Drafting Living Wills and Medical Directives
Structuring Trusts of various types
Strategies to minimize estate taxes
Business succession planning
Drafting Powers of Attorney for various uses and scenarios

BUSINESS SERVICES

At William Lee PC we are proud of the background of we have in the business world. With experience as managers and entrepreneurs, owners and investors in large, medium and small businesses, our attorneys have faced challenges from the business side and the legal side. And from the inside and the outside. This view from various perspectives deepens our understanding of the challenges a business faces in today's fast moving competitive and regulatory world. Below is a partial list of the areas in which we can assist you:

Business Formation
Capitalization and Financing
Management and Employment Issues
Marketing matters
Business succession plans